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BB&T Investment Services’s Vanguard Total Bond Market BND Stock Holding History

BB&T Investment 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
2017
Q4 		$40.2M Buy
492,879
+7,744
+2% +$633K 6.75% 1
2017
Q3 		$39.8M Buy
485,135
+40,863
+9% +$3.35M 7.93% 1
2017
Q2 		$36.4M Buy
444,272
+162,898
+58% +$13.3M 9.12% 2
2017
Q1 		$22.8M Buy
281,374
+216,766
+336% +$17.5M 8.92% 2
2016
Q4 		$5.22M Buy
+64,608
New +$5.29M 3.83% 2

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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

BB&T Investment Services's BND Position: Q4 2017 in Review

BB&T Investment Services increased its Vanguard Total Bond Market (BND) stake by 1.6% in Q4 2017, buying an estimated $633K and bringing the position to 492,879 shares worth $40.2M. The position accounts for 6.75% of the portfolio, ranked #1.

BB&T Investment Services first reported a position in BND in Q4 2016 and has held it in 5 quarters since. 667 funds tracked by Wall St. Rank hold BND as of Q4 2017.

  • BB&T Investment Services held 492,879 shares of Vanguard Total Bond Market worth $40.2M as of Q4 2017.
  • BB&T Investment Services bought 7,744 Vanguard Total Bond Market shares in Q4 2017, an estimated $633K.
  • Vanguard Total Bond Market made up 6.75% of BB&T Investment Services's portfolio in Q4 2017, its #1 holding.
  • BB&T Investment Services first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 5 quarters since.
  • 667 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.