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

TLW 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
2019
Q1 		– Sell
-2,526
Closed -$200K – 26
2018
Q4 		$200K Buy
+2,526
New +$197K 0.21% 20

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

TLW Wealth Management's BND Position: Q1 2019 in Review

TLW Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2019, closing a stake of 2,526 shares — an estimated $200K sold.

TLW Wealth Management first reported a position in BND in Q4 2018 and held it in 1 quarter. The position peaked at $200K in Q4 2018. 749 funds tracked by Wall St. Rank hold BND as of Q1 2019.

  • TLW Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2019 after selling out during the quarter.
  • TLW Wealth Management sold 2,526 Vanguard Total Bond Market shares in Q1 2019, an estimated $200K.
  • TLW Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 1 quarter.
  • TLW Wealth Management's Vanguard Total Bond Market position peaked at $200K in Q4 2018.
  • 749 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on TLW Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.