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Bragg Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Bragg Financial 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
2019
Q3 		– Sell
-6,577
Closed -$546K – 267
2019
Q2 		$546K Buy
6,577
+564
+9% +$45.9K 0.07% 189
2019
Q1 		$488K Buy
6,013
+129
+2% +$10.3K 0.06% 193
2018
Q4 		$466K Buy
+5,884
New +$460K 0.07% 190
2015
Q3 		– Sell
-2,709
Closed -$220K – 223
2015
Q2 		$220K Buy
+2,709
New +$223K 0.05% 225

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bragg Financial Advisors's BND Position: Q3 2019 in Review

Bragg Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2019, closing a stake of 6,577 shares — an estimated $546K sold.

Bragg Financial Advisors first reported a position in BND in Q2 2015 and held it in 4 quarters. The position peaked at $546K in Q2 2019. 774 funds tracked by Wall St. Rank hold BND as of Q3 2019.

  • Bragg Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2019 after selling out during the quarter.
  • Bragg Financial Advisors sold 6,577 Vanguard Total Bond Market shares in Q3 2019, an estimated $546K.
  • Bragg Financial Advisors first reported a position in Vanguard Total Bond Market in Q2 2015 and held it in 4 quarters.
  • Bragg Financial Advisors's Vanguard Total Bond Market position peaked at $546K in Q2 2019.
  • 774 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2019.

Based on Bragg Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.