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ShoreHaven Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

ShoreHaven Wealth Partners’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
-2,094
Closed -$177K – 89
2021
Q1 		$177K Buy
2,094
+6
+0.3% +$517 0.1% 58
2020
Q4 		$184K Buy
+2,088
New +$184K 0.1% 53

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

ShoreHaven Wealth Partners's BND Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q2 2021, closing a stake of 2,094 shares — an estimated $177K sold.

ShoreHaven Wealth Partners first reported a position in BND in Q4 2020 and held it in 2 quarters. The position peaked at $184K in Q4 2020. 1,096 funds tracked by Wall St. Rank hold BND as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,094 Vanguard Total Bond Market shares in Q2 2021, an estimated $177K.
  • ShoreHaven Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Vanguard Total Bond Market position peaked at $184K in Q4 2020.
  • 1,096 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.