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TRUE Private Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-1,371
Closed -$120K – 290
2020
Q4 		$120K Sell
1,371
-500
-27% -$44K 0.02% 251
2020
Q3 		$165K Sell
1,871
-308
-14% -$27.3K 0.03% 200
2020
Q2 		$192K Buy
2,179
+678
+45% +$59.3K 0.04% 178
2020
Q1 		$128K Sell
1,501
-368
-20% -$31.3K 0.03% 177
2019
Q4 		$156K Buy
+1,869
New +$157K 0.02% 243
2019
Q3 		– Sell
-1,869
Closed -$155K – 278
2019
Q2 		$155K Buy
+1,869
New +$152K 0.03% 225
2019
Q1 		– Sell
-3,193
Closed -$252K – 210
2018
Q4 		$252K Sell
3,193
-128
-4% -$10K 0.04% 198
2018
Q3 		$261K Sell
3,321
-217
-6% -$17.2K 0.04% 234
2018
Q2 		$280K Sell
3,538
-95
-3% -$7.51K 0.04% 215
2018
Q1 		$290K Sell
3,633
-4,612
-56% -$369K 0.05% 186
2017
Q4 		$672K Sell
8,245
-11,433
-58% -$934K 0.12% 102
2017
Q3 		$1.61M Sell
19,678
-3,441
-15% -$282K 0.36% 42
2017
Q2 		$1.89M Buy
23,119
+16,881
+271% +$1.38M 0.44% 36
2017
Q1 		$505K Sell
6,238
-28
-0.4% -$2.26K 0.12% 80
2016
Q4 		$505K Sell
6,266
-163,048
-96% -$13.4M 0.12% 81
2016
Q3 		$14.1M Sell
169,314
-1,218
-0.7% -$103K 4.53% 7
2016
Q2 		$14.4M Sell
170,532
-25,172
-13% -$2.09M 4.81% 6
2016
Q1 		$16.2M Buy
195,704
+17,322
+10% +$1.42M 6.3% 4
2015
Q4 		$14.4M Buy
+178,382
New +$14.5M 6.34% 4

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRUE Private Wealth Advisors's BND Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 1,371 shares — an estimated $120K sold.

TRUE Private Wealth Advisors first reported a position in BND in Q4 2015 and held it in 19 quarters. The position peaked at $16.2M in Q1 2016. 1,075 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,371 Vanguard Total Bond Market shares in Q1 2021, an estimated $120K.
  • TRUE Private Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 19 quarters.
  • TRUE Private Wealth Advisors's Vanguard Total Bond Market position peaked at $16.2M in Q1 2016.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.