WIP
BND icon

Wellesley Investment Partners’s Vanguard Total Bond Market BND Stock Holding History

Wellesley Investment Partners’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
Q3 		$275K Sell
3,122
-44
-1% -$3.9K 0.09% 85
2020
Q2 		$279K Hold
3,166
– – 0.1% 85
2020
Q1 		$270K Sell
3,166
-29
-0.9% -$2.46K 0.11% 84
2019
Q4 		$267K Sell
3,195
-83
-3% -$6.98K 0.08% 102
2019
Q3 		$277K Buy
3,278
+336
+11% +$28.2K 0.09% 92
2019
Q2 		$244K Buy
2,942
+404
+16% +$32.9K 0.08% 94
2019
Q1 		$206K Hold
2,538
– – 0.07% 119
2018
Q4 		$201K Sell
2,538
-47,217
-95% -$3.69M 0.07% 119
2018
Q3 		$3.92M Sell
49,755
-887
-2% -$70.1K 1.28% 16
2018
Q2 		$4.01M Sell
50,642
-549
-1% -$43.4K 1.39% 17
2018
Q1 		$4.09M Sell
51,191
-500
-1% -$40K 1.47% 17
2017
Q4 		$4.22M Sell
51,691
-623
-1% -$50.9K 1.6% 16
2017
Q3 		$4.29M Sell
52,314
-3,687
-7% -$302K 1.76% 14
2017
Q2 		$4.58M Sell
56,001
-245
-0.4% -$20K 1.93% 14
2017
Q1 		$4.56M Sell
56,246
-2,390
-4% -$193K 2.01% 14
2016
Q4 		$4.74M Sell
58,636
-685
-1% -$56.1K 2.29% 13
2016
Q3 		$4.99M Sell
59,321
-1,627
-3% -$137K 2.58% 12
2016
Q2 		$5.14M Buy
60,948
+3,342
+6% +$278K 2.77% 10
2016
Q1 		$4.77M Buy
57,606
+93
+0.2% +$7.61K 2.86% 12
2015
Q4 		$4.64M Buy
+57,513
New +$4.68M 3.2% 10

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wellesley Investment Partners's BND Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Vanguard Total Bond Market (BND) stake by 1.4% in Q3 2020, selling an estimated $3.9K and leaving 3,122 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #85.

Wellesley Investment Partners first reported a position in BND in Q4 2015 and has held it in 20 quarters since. The position peaked at $5.14M in Q2 2016. 958 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • Wellesley Investment Partners held 3,122 shares of Vanguard Total Bond Market worth $275K as of Q3 2020.
  • Wellesley Investment Partners sold 44 Vanguard Total Bond Market shares in Q3 2020, an estimated $3.9K.
  • Vanguard Total Bond Market made up 0.09% of Wellesley Investment Partners's portfolio in Q3 2020, its #85 holding.
  • Wellesley Investment Partners first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's Vanguard Total Bond Market position peaked at $5.14M in Q2 2016.
  • 958 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.