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USA Financial Formulas’s Vanguard Total Bond Market BND Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-7,681
Closed -$656K – 241
2020
Q1 		$656K Buy
+7,681
New +$653K 0.42% 71
2016
Q3 		– Sell
-44,882
Closed -$3.78M – 234
2016
Q2 		$3.78M Buy
+44,882
New +$3.73M 1.04% 20

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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

USA Financial Formulas's BND Position: Q2 2020 in Review

USA Financial Formulas sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 7,681 shares — an estimated $656K sold.

USA Financial Formulas first reported a position in BND in Q2 2016 and held it in 2 quarters. The position peaked at $3.78M in Q2 2016. 927 funds tracked by Wall St. Rank hold BND as of Q2 2020.

  • USA Financial Formulas reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
  • USA Financial Formulas sold 7,681 Vanguard Total Bond Market shares in Q2 2020, an estimated $656K.
  • USA Financial Formulas first reported a position in Vanguard Total Bond Market in Q2 2016 and held it in 2 quarters.
  • USA Financial Formulas's Vanguard Total Bond Market position peaked at $3.78M in Q2 2016.
  • 927 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on USA Financial Formulas's 13F filing for Q2 2020, filed 11 Aug 2020.