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Rowland Carmichael Advisors’s Vanguard Total Bond Market BND Stock Holding History

Rowland Carmichael Advisors’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
Q4 		$293K Hold
3,328
– – 0.09% 237
2020
Q3 		$294K Hold
3,328
– – 0.12% 198
2020
Q2 		$294K Buy
3,328
+30
+0.9% +$2.62K 0.12% 191
2020
Q1 		$281K Hold
3,298
– – 0.14% 181
2019
Q4 		$277K Buy
3,298
+275
+9% +$23.1K 0.1% 241
2019
Q3 		$255K Sell
3,023
-270
-8% -$22.6K 0.09% 243
2019
Q2 		$274K Hold
3,293
– – 0.09% 222
2019
Q1 		$267K Sell
3,293
-240
-7% -$19.2K 0.1% 201
2018
Q4 		$280K Sell
3,533
-235
-6% -$18.4K 0.12% 182
2018
Q3 		$297K Sell
3,768
-3,938
-51% -$311K 0.12% 194
2018
Q2 		$610K Sell
7,706
-315
-4% -$24.9K 0.26% 103
2018
Q1 		$641K Hold
8,021
– – 0.35% 91
2017
Q4 		$654K Hold
8,021
– – 0.34% 94
2017
Q3 		$657K Buy
8,021
+3,033
+61% +$249K 0.36% 91
2017
Q2 		$408K Sell
4,988
-346
-6% -$28.3K 0.24% 132
2017
Q1 		$432K Buy
5,334
+194
+4% +$15.7K 0.26% 119
2016
Q4 		$415K Buy
5,140
+805
+19% +$65.9K 0.24% 126
2016
Q3 		$365K Sell
4,335
-457
-10% -$38.5K 0.23% 133
2016
Q2 		$404K Sell
4,792
-16
-0.3% -$1.33K 0.25% 129
2016
Q1 		$398K Buy
+4,808
New +$393K 0.37% 93

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Rowland Carmichael Advisors's BND Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Vanguard Total Bond Market (BND) position steady in Q4 2020 at 3,328 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #237.

Rowland Carmichael Advisors first reported a position in BND in Q1 2016 and has held it in 20 quarters since. The position peaked at $657K in Q3 2017. 1,066 funds tracked by Wall St. Rank hold BND as of Q4 2020.

  • Rowland Carmichael Advisors held 3,328 shares of Vanguard Total Bond Market worth $293K as of Q4 2020.
  • Rowland Carmichael Advisors left its Vanguard Total Bond Market share count unchanged in Q4 2020.
  • Vanguard Total Bond Market made up 0.09% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #237 holding.
  • Rowland Carmichael Advisors first reported a position in Vanguard Total Bond Market in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's Vanguard Total Bond Market position peaked at $657K in Q3 2017.
  • 1,066 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.