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White Pine Investment Company’s Vanguard Total Bond Market BND Stock Holding History

White Pine Investment Company’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
-18,093
Closed -$1.6M – 58
2020
Q4 		$1.6M Sell
18,093
-14,832
-45% -$1.31M 0.65% 39
2020
Q3 		$2.9M Buy
32,925
+830
+3% +$73.6K 1.34% 29
2020
Q2 		$2.83M Buy
32,095
+2,835
+10% +$248K 1.4% 28
2020
Q1 		$2.5M Sell
29,260
-265
-0.9% -$22.5K 1.43% 28
2019
Q4 		$2.48M Buy
29,525
+3,189
+12% +$268K 1.01% 34
2019
Q3 		$2.22M Buy
26,336
+2,465
+10% +$207K 1.01% 34
2019
Q2 		$1.98M Buy
23,871
+8,535
+56% +$695K 0.94% 35
2019
Q1 		$1.25M Buy
15,336
+1,760
+13% +$141K 0.62% 39
2018
Q4 		$1.07M Buy
13,576
+1,008
+8% +$78.8K 0.58% 41
2018
Q3 		$989K Buy
+12,568
New +$993K 0.47% 40
2018
Q2 		– Sell
-12,263
Closed -$980K – 52
2018
Q1 		$980K Buy
12,263
+842
+7% +$67.4K 0.48% 41
2017
Q4 		$932K Buy
11,421
+305
+3% +$24.9K 0.46% 41
2017
Q3 		$911K Buy
11,116
+105
+1% +$8.61K 0.48% 43
2017
Q2 		$901K Buy
11,011
+2,175
+25% +$178K 0.48% 43
2017
Q1 		$716K Buy
8,836
+965
+12% +$78K 0.39% 43
2016
Q4 		$636K Buy
7,871
+310
+4% +$25.4K 0.34% 45
2016
Q3 		$636K Buy
7,561
+180
+2% +$15.2K 0.37% 46
2016
Q2 		$622K Buy
7,381
+640
+9% +$53.2K 0.37% 47
2016
Q1 		$558K Buy
6,741
+645
+11% +$52.8K 0.34% 49
2015
Q4 		$492K Buy
6,096
+540
+10% +$43.9K 0.3% 49
2015
Q3 		$455K Buy
+5,556
New +$453K 0.29% 50
2015
Q2 		– Sell
-4,140
Closed -$345K – 56
2015
Q1 		$345K Buy
4,140
+160
+4% +$13.3K 0.2% 51
2014
Q4 		$328K Buy
3,980
+40
+1% +$3.3K 0.19% 49
2014
Q3 		$323K Sell
3,940
-40
-1% -$3.28K 0.2% 46
2014
Q2 		$327K Sell
3,980
-80
-2% -$6.54K 0.2% 48
2014
Q1 		$330K Hold
4,060
– – 0.21% 48
2013
Q4 		$325K Buy
+4,060
New +$328K 0.22% 47

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 $424B AUM 22.94% 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

White Pine Investment Company's BND Position: Q1 2021 in Review

White Pine Investment Company sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 18,093 shares — an estimated $1.6M sold.

White Pine Investment Company first reported a position in BND in Q4 2013 and held it in 27 quarters. The position peaked at $2.9M in Q3 2020. 1,075 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • White Pine Investment Company reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
  • White Pine Investment Company sold 18,093 Vanguard Total Bond Market shares in Q1 2021, an estimated $1.6M.
  • White Pine Investment Company first reported a position in Vanguard Total Bond Market in Q4 2013 and held it in 27 quarters.
  • White Pine Investment Company's Vanguard Total Bond Market position peaked at $2.9M in Q3 2020.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on White Pine Investment Company's 13F filing for Q1 2021, filed 3 May 2021.