Winch Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-1,074	Closed	-$95K	–	428
2020 Q3	$95K	Buy	+1,074	New	+$95.2K	0.04%	67
2018 Q4	–	Sell	-624	Closed	-$49K	–	351
2018 Q3	$49K	Buy	624 +4	+0.6%	+$316	0.02%	102
2018 Q2	$49K	Buy	620 +4	+0.6%	+$316	0.03%	113
2018 Q1	$49K	Buy	+616	New	+$49.3K	0.03%	115
2015 Q3	–	Sell	-3,687	Closed	-$300K	–	236
2015 Q2	$300K	Buy	3,687 +3,578	+3,283%	+$294K	0.16%	85
2015 Q1	$9K	Buy	+109	New	+$9.06K	0.01%	160
2014 Q3	–	Sell	-156	Closed	-$13K	–	234
2014 Q2	$13K	Buy	156 +1	+0.6%	+$82	0.01%	148
2014 Q1	$13K	Buy	+155	New	+$12.6K	0.01%	157

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Winch Advisory Services's BND Position: Q4 2020 in Review

Winch Advisory Services sold out of Vanguard Total Bond Market (BND) in Q4 2020, closing a stake of 1,074 shares — an estimated $95K sold.

Winch Advisory Services first reported a position in BND in Q1 2014 and held it in 8 quarters. The position peaked at $300K in Q2 2015. 1,067 funds tracked by Wall St. Rank hold BND as of Q4 2020.

Winch Advisory Services reported no remaining Vanguard Total Bond Market position as of Q4 2020 after selling out during the quarter.
Winch Advisory Services sold 1,074 Vanguard Total Bond Market shares in Q4 2020, an estimated $95K.
Winch Advisory Services first reported a position in Vanguard Total Bond Market in Q1 2014 and held it in 8 quarters.
Winch Advisory Services's Vanguard Total Bond Market position peaked at $300K in Q2 2015.
1,067 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.