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Asset Management Group’s Vanguard Total Bond Market BND Stock Holding History

Asset Management 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
2018
Q4 		– Sell
-5,265
Closed -$414K – 103
2018
Q3 		$414K Buy
5,265
+35
+0.7% +$2.77K 0.14% 85
2018
Q2 		$414K Buy
5,230
+37
+0.7% +$2.92K 0.14% 84
2018
Q1 		$415K Buy
5,193
+34
+0.7% +$2.72K 0.15% 83
2017
Q4 		$421K Buy
5,159
+34
+0.7% +$2.78K 0.15% 83
2017
Q3 		$420K Buy
5,125
+32
+0.6% +$2.63K 0.16% 85
2017
Q2 		$417K Buy
5,093
+32
+0.6% +$2.61K 0.16% 84
2017
Q1 		$410K Buy
5,061
+20
+0.4% +$1.62K 0.16% 86
2016
Q4 		$407K Sell
5,041
-1,953
-28% -$160K 0.17% 82
2016
Q3 		$588K Buy
6,994
+41
+0.6% +$3.45K 0.24% 74
2016
Q2 		$586K Buy
6,953
+43
+0.6% +$3.57K 0.25% 74
2016
Q1 		$572K Buy
6,910
+28
+0.4% +$2.29K 0.25% 75
2015
Q4 		$556K Buy
6,882
+62
+0.9% +$5.05K 0.25% 75
2015
Q3 		$559K Buy
6,820
+42
+0.6% +$3.42K 0.26% 74
2015
Q2 		$551K Buy
6,778
+42
+0.6% +$3.45K 0.25% 72
2015
Q1 		$562K Buy
6,736
+27
+0.4% +$2.25K 0.26% 70
2014
Q4 		$553K Buy
6,709
+71
+1% +$5.86K 0.28% 63
2014
Q3 		$544K Buy
6,638
+41
+0.6% +$3.36K 0.29% 62
2014
Q2 		$542K Buy
6,597
+45
+0.7% +$3.68K 0.29% 60
2014
Q1 		$532K Buy
6,552
+51
+0.8% +$4.13K 0.31% 60
2013
Q4 		$520K Sell
6,501
-1,059
-14% -$85.5K 0.32% 56
2013
Q3 		$611K Buy
7,560
+420
+6% +$33.8K 0.4% 45
2013
Q2 		$577K Buy
+7,140
New +$592K 0.4% 43

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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 $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Management Group's BND Position: Q4 2018 in Review

Asset Management Group sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 5,265 shares — an estimated $414K sold.

Asset Management Group first reported a position in BND in Q2 2013 and held it in 22 quarters. The position peaked at $611K in Q3 2013. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Asset Management Group reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
  • Asset Management Group sold 5,265 Vanguard Total Bond Market shares in Q4 2018, an estimated $414K.
  • Asset Management Group first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 22 quarters.
  • Asset Management Group's Vanguard Total Bond Market position peaked at $611K in Q3 2013.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Asset Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.