Sheaff Brock Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Sheaff Brock Investment 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
2021 Q1	–	Sell	-3,647	Closed	-$322K	–	506
2020 Q4	$322K	Sell	3,647 -79	-2%	-$6.95K	0.03%	314
2020 Q3	$329K	Buy	3,726 +803	+27%	+$71.2K	0.03%	285
2020 Q2	$258K	Buy	+2,923	New	+$256K	0.03%	338
2019 Q3	–	Sell	-2,484	Closed	-$206K	–	469
2019 Q2	$206K	Hold	2,484	–	–	0.02%	415
2019 Q1	$202K	Buy	+2,484	New	+$198K	0.02%	429
2018 Q1	–	Sell	-5,659	Closed	-$462K	–	560
2017 Q4	$462K	Buy	5,659 +571	+11%	+$46.6K	0.06%	267
2017 Q3	$417K	Buy	+5,088	New	+$417K	0.05%	289

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's BND Position: Q1 2021 in Review

Sheaff Brock Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 3,647 shares — an estimated $322K sold.

Sheaff Brock Investment Advisors first reported a position in BND in Q3 2017 and held it in 7 quarters. The position peaked at $462K in Q4 2017. 1,074 funds tracked by Wall St. Rank hold BND as of Q1 2021.

Sheaff Brock Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 3,647 Vanguard Total Bond Market shares in Q1 2021, an estimated $322K.
Sheaff Brock Investment Advisors first reported a position in Vanguard Total Bond Market in Q3 2017 and held it in 7 quarters.
Sheaff Brock Investment Advisors's Vanguard Total Bond Market position peaked at $462K in Q4 2017.
1,074 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2021, filed 11 May 2021.