Raab & Moskowitz Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-710	Closed	-$59K	–	176
2019 Q4	$59K	Buy	+710	New	+$59.7K	0.02%	232
2018 Q4	–	Sell	-1,110	Closed	-$87K	–	196
2018 Q3	$87K	Buy	+1,110	New	+$87.7K	0.04%	212
2015 Q1	–	Sell	-154	Closed	-$13K	–	146
2014 Q4	$13K	Buy	+154	New	+$12.7K	0.01%	306

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Raab & Moskowitz Asset Management's BND Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Vanguard Total Bond Market (BND) in Q1 2020, closing a stake of 710 shares — an estimated $59K sold.

Raab & Moskowitz Asset Management first reported a position in BND in Q4 2014 and held it in 3 quarters. The position peaked at $87K in Q3 2018. 884 funds tracked by Wall St. Rank hold BND as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Vanguard Total Bond Market position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 710 Vanguard Total Bond Market shares in Q1 2020, an estimated $59K.
Raab & Moskowitz Asset Management first reported a position in Vanguard Total Bond Market in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's Vanguard Total Bond Market position peaked at $87K in Q3 2018.
884 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.