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Royal Fund Management’s Vanguard Total Bond Market BND Stock Holding History

Royal Fund 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
2019
Q2 		– Sell
-110
Closed -$8K – 548
2019
Q1 		$8K Buy
+110
New +$8.79K ﹤0.01% 383
2018
Q3 		– Sell
-179
Closed -$14K – 526
2018
Q2 		$14K Buy
+179
New +$14.2K ﹤0.01% 315
2018
Q1 		– Sell
-62
Closed -$5K – 542
2017
Q4 		$5K Sell
62
-109
-64% -$8.9K ﹤0.01% 473
2017
Q3 		$14K Buy
171
+133
+350% +$10.9K 0.01% 275
2017
Q2 		$3K Buy
+38
New +$3.1K ﹤0.01% 354
2017
Q1 		– Sell
-364
Closed -$29K – 413
2016
Q4 		$29K Buy
+364
New +$29.8K 0.02% 177

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Fund Management's BND Position: Q2 2019 in Review

Royal Fund Management sold out of Vanguard Total Bond Market (BND) in Q2 2019, closing a stake of 110 shares — an estimated $8K sold.

Royal Fund Management first reported a position in BND in Q4 2016 and held it in 6 quarters. The position peaked at $29K in Q4 2016. 755 funds tracked by Wall St. Rank hold BND as of Q2 2019.

  • Royal Fund Management reported no remaining Vanguard Total Bond Market position as of Q2 2019 after selling out during the quarter.
  • Royal Fund Management sold 110 Vanguard Total Bond Market shares in Q2 2019, an estimated $8K.
  • Royal Fund Management first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 6 quarters.
  • Royal Fund Management's Vanguard Total Bond Market position peaked at $29K in Q4 2016.
  • 755 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.