Sequoia Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Sequoia Wealth 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 Q4	–	Sell	-7,905	Closed	-$665K	–	21
2019 Q3	$665K	Buy	+7,905	New	+$663K	1.36%	22
2019 Q2	–	Sell	-7,244	Closed	-$588K	–	58
2019 Q1	$588K	Buy	+7,244	New	+$579K	0.48%	38
2018 Q4	–	Sell	-7,837	Closed	-$617K	–	61
2018 Q3	$617K	Buy	7,837 +1,849	+31%	+$146K	0.53%	39
2018 Q2	$540K	Buy	5,988 +2,255	+60%	+$178K	0.57%	37
2018 Q1	$297K	Sell	3,733 -544	-13%	-$43.5K	0.29%	46
2017 Q4	$344K	Buy	+4,277	New	+$349K	0.31%	41

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Sequoia Wealth Management's BND Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2019, closing a stake of 7,905 shares — an estimated $665K sold.

Sequoia Wealth Management first reported a position in BND in Q4 2017 and held it in 6 quarters. The position peaked at $665K in Q3 2019. 878 funds tracked by Wall St. Rank hold BND as of Q4 2019.

Sequoia Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 7,905 Vanguard Total Bond Market shares in Q4 2019, an estimated $665K.
Sequoia Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 6 quarters.
Sequoia Wealth Management's Vanguard Total Bond Market position peaked at $665K in Q3 2019.
878 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.