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SkyOak Wealth’s Vanguard Total Bond Market BND Stock Holding History

SkyOak Wealth’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
Q4 		– Sell
-2,280
Closed -$201K – 217
2020
Q3 		$201K Sell
2,280
-1,194
-34% -$106K 0.07% 188
2020
Q2 		$307K Sell
3,474
-1,355
-28% -$118K 0.11% 178
2020
Q1 		$412K Sell
4,829
-610
-11% -$51.8K 0.21% 112
2019
Q4 		$456K Buy
+5,439
New +$457K 0.14% 176

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SkyOak Wealth's BND Position: Q4 2020 in Review

SkyOak Wealth sold out of Vanguard Total Bond Market (BND) in Q4 2020, closing a stake of 2,280 shares — an estimated $201K sold.

SkyOak Wealth first reported a position in BND in Q4 2019 and held it in 4 quarters. The position peaked at $456K in Q4 2019. 1,066 funds tracked by Wall St. Rank hold BND as of Q4 2020.

  • SkyOak Wealth reported no remaining Vanguard Total Bond Market position as of Q4 2020 after selling out during the quarter.
  • SkyOak Wealth sold 2,280 Vanguard Total Bond Market shares in Q4 2020, an estimated $201K.
  • SkyOak Wealth first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 4 quarters.
  • SkyOak Wealth's Vanguard Total Bond Market position peaked at $456K in Q4 2019.
  • 1,066 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2020.

Based on SkyOak Wealth's 13F filing for Q4 2020, filed 2 Feb 2021.