Winslow Evans & Crocker’s Vanguard Total Bond Market BND Stock Holding History

Winslow Evans & Crocker’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	$26K	Buy	+300	New	+$26.4K	﹤0.01%	731
2018 Q3	–	Sell	-376	Closed	-$30K	–	1108
2018 Q2	$30K	Hold	376	–	–	0.01%	594
2018 Q1	$30K	Hold	376	–	–	0.01%	580
2017 Q4	$30.6K	Hold	376	–	–	0.01%	587
2017 Q3	$30.7K	Sell	376 -484	-56%	-$39.7K	0.01%	573
2017 Q2	$70.4K	Hold	860	–	–	0.02%	487
2017 Q1	$69.7K	Buy	860 +484	+129%	+$39.1K	0.02%	479
2016 Q4	$30.3K	Sell	376 -370	-50%	-$30.3K	0.01%	649
2016 Q3	$62.7K	Buy	746 +370	+98%	+$31.1K	0.02%	493
2016 Q2	$31.6K	Buy	376 +1	+0.3%	+$83	0.01%	614
2016 Q1	$31.1K	Sell	375 -1	-0.3%	-$82	0.01%	598
2015 Q4	$30.3K	Sell	376 -1,404	-79%	-$114K	0.01%	647
2015 Q3	$146K	Buy	1,780 +180	+11%	+$14.7K	0.05%	331
2015 Q2	$130K	Buy	+1,600	New	+$132K	0.04%	376

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Winslow Evans & Crocker's BND Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Vanguard Total Bond Market (BND) in Q4 2020: 300 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in BND as recently as Q2 2018.

Winslow Evans & Crocker first reported a position in BND in Q2 2015 and has held it in 14 quarters since. The position peaked at $146K in Q3 2015. 1,066 funds tracked by Wall St. Rank hold BND as of Q4 2020.

Winslow Evans & Crocker held 300 shares of Vanguard Total Bond Market worth $26K as of Q4 2020.
Vanguard Total Bond Market was a new Winslow Evans & Crocker position in Q4 2020.
Vanguard Total Bond Market made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #731 holding.
Winslow Evans & Crocker first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 14 quarters since.
Winslow Evans & Crocker's Vanguard Total Bond Market position peaked at $146K in Q3 2015.
1,066 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.