Squar Milner Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-980	Closed	-$83K	–	270
2020 Q1	$83K	Buy	980 +3	+0.3%	+$255	0.05%	301
2019 Q4	$82K	Buy	+977	New	+$82.1K	0.04%	368
2019 Q3	–	Sell	-968	Closed	-$80K	–	277
2019 Q2	$80K	Buy	968 +601	+164%	+$49K	0.05%	299
2019 Q1	$29K	Hold	367	–	–	0.02%	384
2018 Q4	$29K	Sell	367 -235	-39%	-$18.4K	0.03%	352
2018 Q3	$47K	Buy	602 +99	+20%	+$7.83K	0.04%	312
2018 Q2	$40K	Buy	+503	New	+$39.8K	0.04%	365

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Squar Milner Financial Services's BND Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 980 shares — an estimated $83K sold.

Squar Milner Financial Services first reported a position in BND in Q2 2018 and held it in 7 quarters. The position peaked at $83K in Q1 2020. 928 funds tracked by Wall St. Rank hold BND as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 980 Vanguard Total Bond Market shares in Q2 2020, an estimated $83K.
Squar Milner Financial Services first reported a position in Vanguard Total Bond Market in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Vanguard Total Bond Market position peaked at $83K in Q1 2020.
928 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.