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Sound View Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Sound View Wealth 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
2019
Q1 		$570K Sell
7,023
-2,035
-22% -$163K 0.18% 125
2018
Q4 		$717K Buy
+9,058
New +$708K 0.26% 106

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors's BND Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 22% in Q1 2019, selling an estimated $163K and leaving 7,023 shares worth $570K. The position accounts for 0.18% of the portfolio, ranked #125.

Sound View Wealth Advisors first reported a position in BND in Q4 2018 and has held it in 2 quarters since. The position peaked at $717K in Q4 2018. 748 funds tracked by Wall St. Rank hold BND as of Q1 2019.

  • Sound View Wealth Advisors held 7,023 shares of Vanguard Total Bond Market worth $570K as of Q1 2019.
  • Sound View Wealth Advisors sold 2,035 Vanguard Total Bond Market shares in Q1 2019, an estimated $163K.
  • Vanguard Total Bond Market made up 0.18% of Sound View Wealth Advisors's portfolio in Q1 2019, its #125 holding.
  • Sound View Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Vanguard Total Bond Market position peaked at $717K in Q4 2018.
  • 748 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.