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Rosenblum Silverman Sutton’s Vanguard Total Bond Market BND Stock Holding History

Rosenblum Silverman Sutton’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
Q2 		– Sell
-2,791
Closed -$238K – 64
2020
Q1 		$238K Buy
+2,791
New +$237K 0.1% 66

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rosenblum Silverman Sutton's BND Position: Q2 2020 in Review

Rosenblum Silverman Sutton sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 2,791 shares — an estimated $238K sold.

Rosenblum Silverman Sutton first reported a position in BND in Q1 2020 and held it in 1 quarter. The position peaked at $238K in Q1 2020. 928 funds tracked by Wall St. Rank hold BND as of Q2 2020.

  • Rosenblum Silverman Sutton reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
  • Rosenblum Silverman Sutton sold 2,791 Vanguard Total Bond Market shares in Q2 2020, an estimated $238K.
  • Rosenblum Silverman Sutton first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 1 quarter.
  • Rosenblum Silverman Sutton's Vanguard Total Bond Market position peaked at $238K in Q1 2020.
  • 928 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2020, filed 14 Aug 2020.