Secure Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Secure 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
2021 Q2	–	Sell	-2,774	Closed	-$235K	–	189
2021 Q1	$235K	Sell	2,774 -286	-9%	-$24.7K	0.13%	153
2020 Q4	$270K	Buy	+3,060	New	+$269K	0.16%	119
2020 Q3	–	Sell	-4,465	Closed	-$394K	–	147
2020 Q2	$394K	Sell	4,465 -192	-4%	-$16.8K	0.28%	90
2020 Q1	$397K	Buy	4,657 +1,090	+31%	+$92.6K	0.43%	58
2019 Q4	$299K	Buy	+3,567	New	+$300K	0.21%	112

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MFRM

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Secure Asset Management's BND Position: Q2 2021 in Review

Secure Asset Management sold out of Vanguard Total Bond Market (BND) in Q2 2021, closing a stake of 2,774 shares — an estimated $235K sold.

Secure Asset Management first reported a position in BND in Q4 2019 and held it in 5 quarters. The position peaked at $397K in Q1 2020. 1,097 funds tracked by Wall St. Rank hold BND as of Q2 2021.

Secure Asset Management reported no remaining Vanguard Total Bond Market position as of Q2 2021 after selling out during the quarter.
Secure Asset Management sold 2,774 Vanguard Total Bond Market shares in Q2 2021, an estimated $235K.
Secure Asset Management first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 5 quarters.
Secure Asset Management's Vanguard Total Bond Market position peaked at $397K in Q1 2020.
1,097 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on Secure Asset Management's 13F filing for Q2 2021, filed 16 Jul 2021.