SWM
BND icon

SVA Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

SVA Wealth Management’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
-3,204
Closed -$269K – 188
2019
Q4 		$269K Hold
3,204
– – 0.02% 185
2019
Q3 		$271K Hold
3,204
– – 0.03% 178
2019
Q2 		$266K Hold
3,204
– – 0.03% 186
2019
Q1 		$260K Sell
3,204
-60
-2% -$4.79K 0.03% 189
2018
Q4 		$259K Sell
3,264
-943
-22% -$73.7K 0.03% 188
2018
Q3 		$331K Sell
4,207
-3,027
-42% -$239K 0.03% 179
2018
Q2 		$573K Sell
7,234
-9,473
-57% -$749K 0.06% 144
2018
Q1 		$1.37M Sell
16,707
-1,623
-9% -$130K 0.17% 109
2017
Q4 		$1.5M Buy
18,330
+1,623
+10% +$133K 0.18% 104
2017
Q3 		$1.37M Buy
16,707
+100
+0.6% +$8.2K 0.17% 109
2017
Q2 		$1.36M Sell
16,607
-15
-0.1% -$1.23K 0.18% 104
2017
Q1 		$1.35M Sell
16,622
-3,320
-17% -$268K 0.18% 101
2016
Q4 		$1.61M Sell
19,942
-6,647
-25% -$544K 0.24% 93
2016
Q3 		$2.24M Buy
26,589
+875
+3% +$73.7K 0.35% 80
2016
Q2 		$2.17M Buy
25,714
+527
+2% +$43.8K 0.35% 81
2016
Q1 		$2.09M Sell
25,187
-1,955
-7% -$160K 0.35% 78
2015
Q4 		$2.19M Buy
27,142
+3,676
+16% +$299K 0.38% 80
2015
Q3 		$1.92M Sell
23,466
-30
-0.1% -$2.44K 0.36% 79
2015
Q2 		$1.91M Buy
23,496
+1,238
+6% +$102K 0.35% 79
2015
Q1 		$1.86M Buy
22,258
+1,465
+7% +$122K 0.34% 85
2014
Q4 		$1.71M Buy
20,793
+3,456
+20% +$285K 0.62% 36
2014
Q3 		$1.42M Buy
17,337
+912
+6% +$74.8K 0.61% 41
2014
Q2 		$1.35M Sell
16,425
-28,216
-63% -$2.31M 0.58% 44
2014
Q1 		$3.62M Buy
44,641
+38,051
+577% +$3.08M 1.71% 16
2013
Q4 		$528K Buy
+6,590
New +$532K 0.32% 77

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SVA Wealth Management's BND Position: Q1 2020 in Review

SVA Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2020, closing a stake of 3,204 shares — an estimated $269K sold.

SVA Wealth Management first reported a position in BND in Q4 2013 and held it in 25 quarters. The position peaked at $3.62M in Q1 2014. 884 funds tracked by Wall St. Rank hold BND as of Q1 2020.

  • SVA Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2020 after selling out during the quarter.
  • SVA Wealth Management sold 3,204 Vanguard Total Bond Market shares in Q1 2020, an estimated $269K.
  • SVA Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2013 and held it in 25 quarters.
  • SVA Wealth Management's Vanguard Total Bond Market position peaked at $3.62M in Q1 2014.
  • 884 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2020.

Based on SVA Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.