WAM
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Wakefield Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Wakefield Asset 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
-42,957
Closed -$3.6M – 162
2019
Q4 		$3.6M Buy
42,957
+85
+0.2% +$7.15K 1.5% 11
2019
Q3 		$3.62M Buy
42,872
+2,098
+5% +$176K 1.58% 12
2019
Q2 		$3.39M Sell
40,774
-6,303
-13% -$513K 1.34% 25
2019
Q1 		$3.82M Buy
47,077
+2,385
+5% +$190K 1.38% 18
2018
Q4 		$3.54M Buy
+44,692
New +$3.49M 1.53% 12

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Manulife (Manufacturers Life Insurance)
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Envestnet Asset Management
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MFRM
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BlackRock
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return