Shine Investment Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Shine Investment Advisory Services’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 Q3	$2.6M	Buy	29,483 +12,304	+72%	+$1.09M	0.88%	16
2020 Q2	$1.52M	Buy	17,179 +7,681	+81%	+$671K	0.55%	29
2020 Q1	$811K	Buy	9,498 +7,440	+362%	+$632K	0.38%	41
2019 Q4	$173K	Buy	+2,058	New	+$173K	0.07%	138

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

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

MFRM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Shine Investment Advisory Services's BND Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Vanguard Total Bond Market (BND) stake by 72% in Q3 2020, buying an estimated $1.09M and bringing the position to 29,483 shares worth $2.6M. The position accounts for 0.88% of the portfolio, ranked #16.

Shine Investment Advisory Services first reported a position in BND in Q4 2019 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold BND as of Q3 2020.

Shine Investment Advisory Services held 29,483 shares of Vanguard Total Bond Market worth $2.6M as of Q3 2020.
Shine Investment Advisory Services bought 12,304 Vanguard Total Bond Market shares in Q3 2020, an estimated $1.09M.
Vanguard Total Bond Market made up 0.88% of Shine Investment Advisory Services's portfolio in Q3 2020, its #16 holding.
Shine Investment Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 4 quarters since.
959 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.