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Strategic Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Strategic Financial 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
2020
Q3 		– Sell
-2,284
Closed -$202K – 60
2020
Q2 		$202K Sell
2,284
-280
-11% -$24.5K 0.17% 58
2020
Q1 		$219K Sell
2,564
-69
-3% -$5.86K 0.23% 57
2019
Q4 		$221K Buy
+2,633
New +$221K 0.18% 66

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LPL Financial
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Strategic Financial Partners's BND Position: Q3 2020 in Review

Strategic Financial Partners sold out of Vanguard Total Bond Market (BND) in Q3 2020, closing a stake of 2,284 shares — an estimated $202K sold.

Strategic Financial Partners first reported a position in BND in Q4 2019 and held it in 3 quarters. The position peaked at $221K in Q4 2019. 959 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • Strategic Financial Partners reported no remaining Vanguard Total Bond Market position as of Q3 2020 after selling out during the quarter.
  • Strategic Financial Partners sold 2,284 Vanguard Total Bond Market shares in Q3 2020, an estimated $202K.
  • Strategic Financial Partners first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 3 quarters.
  • Strategic Financial Partners's Vanguard Total Bond Market position peaked at $221K in Q4 2019.
  • 959 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Strategic Financial Partners's 13F filing for Q3 2020, filed 9 Jul 2024.