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Ballew Advisors’s Vanguard Total Bond Market BND Stock Holding History

Ballew Advisors’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
-188
Closed -$15K – 123
2018
Q3 		$15K Hold
188
– – 0.01% 260
2018
Q2 		$15K Buy
+188
New +$14.9K 0.02% 263

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

Ballew Advisors's BND Position: Q4 2018 in Review

Ballew Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 188 shares — an estimated $15K sold.

Ballew Advisors first reported a position in BND in Q2 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Ballew Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 188 Vanguard Total Bond Market shares in Q4 2018, an estimated $15K.
  • Ballew Advisors first reported a position in Vanguard Total Bond Market in Q2 2018 and held it in 2 quarters.
  • Ballew Advisors's Vanguard Total Bond Market position peaked at $15K in Q3 2018.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.