Wealth Alliance Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Wealth Alliance Advisory Group’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	-3,269	Closed	-$279K	–	127
2020 Q1	$279K	Hold	3,269	–	–	0.22%	74
2019 Q4	$274K	Hold	3,269	–	–	0.16%	100
2019 Q3	$275K	Hold	3,269	–	–	0.17%	90
2019 Q2	$270K	Hold	3,269	–	–	0.17%	99
2019 Q1	$265K	Sell	3,269 -4,082	-56%	-$326K	0.17%	100
2018 Q4	$582K	Sell	7,351 -2,721	-27%	-$213K	0.44%	46
2018 Q3	$793K	Hold	10,072	–	–	0.41%	47
2018 Q2	$798K	Sell	10,072 -238	-2%	-$18.8K	0.44%	44
2018 Q1	$824K	Sell	10,310 -15,575	-60%	-$1.25M	0.48%	42
2017 Q4	$2.11M	Buy	+25,885	New	+$2.11M	1.9%	16

Other funds holding BND

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

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

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

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

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealth Alliance Advisory Group's BND Position: Q2 2020 in Review

Wealth Alliance Advisory Group sold out of Vanguard Total Bond Market (BND) in Q2 2020, closing a stake of 3,269 shares — an estimated $279K sold.

Wealth Alliance Advisory Group first reported a position in BND in Q4 2017 and held it in 10 quarters. The position peaked at $2.11M in Q4 2017. 928 funds tracked by Wall St. Rank hold BND as of Q2 2020.

Wealth Alliance Advisory Group reported no remaining Vanguard Total Bond Market position as of Q2 2020 after selling out during the quarter.
Wealth Alliance Advisory Group sold 3,269 Vanguard Total Bond Market shares in Q2 2020, an estimated $279K.
Wealth Alliance Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 10 quarters.
Wealth Alliance Advisory Group's Vanguard Total Bond Market position peaked at $2.11M in Q4 2017.
928 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2020, filed 8 Jul 2020.