SRH Advisors’s Vanguard Total Bond Market BND Stock Holding History

SRH 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
2020 Q1	–	Sell	-75	Closed	-$6K	–	273
2019 Q4	$6K	Hold	75	–	–	0.02%	181
2019 Q3	$6K	Hold	75	–	–	0.02%	177
2019 Q2	$6K	Hold	75	–	–	0.02%	185
2019 Q1	$6K	Sell	75 -1,825	-96%	-$146K	0.02%	181
2018 Q4	$151K	Sell	1,900 -245	-11%	-$19.2K	0.58%	39
2018 Q3	$169K	Hold	2,145	–	–	0.58%	42
2018 Q2	$170K	Hold	2,145	–	–	0.64%	39
2018 Q1	$171K	Hold	2,145	–	–	0.68%	39
2017 Q4	$175K	Hold	2,145	–	–	0.69%	38
2017 Q3	$176K	Buy	2,145 +245	+13%	+$20.1K	0.75%	36
2017 Q2	$155K	Hold	1,900	–	–	0.74%	36
2017 Q1	$154K	Hold	1,900	–	–	0.72%	35
2016 Q4	$154K	Hold	1,900	–	–	0.76%	35
2016 Q3	$160K	Hold	1,900	–	–	0.83%	32
2016 Q2	$160K	Hold	1,900	–	–	0.85%	32
2016 Q1	$157K	Hold	1,900	–	–	0.87%	31
2015 Q4	$153K	Hold	1,900	–	–	0.9%	28
2015 Q3	$156K	Hold	1,900	–	–	0.92%	28
2015 Q2	$154K	Hold	1,900	–	–	0.97%	25
2015 Q1	$158K	Hold	1,900	–	–	1.04%	23
2014 Q4	$157K	Sell	1,900 -900	-32%	-$74.2K	1.07%	24
2014 Q3	$229K	Hold	2,800	–	–	1.76%	13
2014 Q2	$230K	Hold	2,800	–	–	1.81%	13
2014 Q1	$227K	Sell	2,800 -30	-1%	-$2.43K	1.82%	13
2013 Q4	$227K	Buy	+2,830	New	+$229K	2.23%	11

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

MFRM

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SRH Advisors's BND Position: Q1 2020 in Review

SRH Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2020, closing a stake of 75 shares — an estimated $6K sold.

SRH Advisors first reported a position in BND in Q4 2013 and held it in 25 quarters. The position peaked at $230K in Q2 2014. 884 funds tracked by Wall St. Rank hold BND as of Q1 2020.

SRH Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2020 after selling out during the quarter.
SRH Advisors sold 75 Vanguard Total Bond Market shares in Q1 2020, an estimated $6K.
SRH Advisors first reported a position in Vanguard Total Bond Market in Q4 2013 and held it in 25 quarters.
SRH Advisors's Vanguard Total Bond Market position peaked at $230K in Q2 2014.
884 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on SRH Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.