tru Independence’s Vanguard Total Bond Market BND Stock Holding History

tru Independence’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
2021 Q2	–	Sell	-38,236	Closed	-$3.24M	–	287
2021 Q1	$3.24M	Buy	+38,236	New	+$3.3M	0.61%	64
2020 Q4	–	Sell	-36,850	Closed	-$3.25M	–	770
2020 Q3	$3.25M	Buy	+36,850	New	+$3.27M	0.92%	47
2020 Q1	–	Sell	-1	Closed	–	–	734
2019 Q4	$0	Buy	+1	New	+$84	﹤0.01%	928

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFRM

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

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

tru Independence's BND Position: Q2 2021 in Review

tru Independence sold out of Vanguard Total Bond Market (BND) in Q2 2021, closing a stake of 38,236 shares — an estimated $3.24M sold.

tru Independence first reported a position in BND in Q4 2019 and held it in 3 quarters. The position peaked at $3.25M in Q3 2020. 1,095 funds tracked by Wall St. Rank hold BND as of Q2 2021.

tru Independence reported no remaining Vanguard Total Bond Market position as of Q2 2021 after selling out during the quarter.
tru Independence sold 38,236 Vanguard Total Bond Market shares in Q2 2021, an estimated $3.24M.
tru Independence first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 3 quarters.
tru Independence's Vanguard Total Bond Market position peaked at $3.25M in Q3 2020.
1,095 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.