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Bridgewater Wealth & Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Bridgewater Wealth & Financial Management’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
Q3 		– Sell
-4,838
Closed -$396K – 39
2017
Q2 		$396K Buy
4,838
+360
+8% +$29.4K 0.13% 73
2017
Q1 		$363K Hold
4,478
– – 0.13% 68
2016
Q4 		$362K Buy
+4,478
New +$367K 0.14% 72

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

Bridgewater Wealth & Financial Management's BND Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Vanguard Total Bond Market (BND) in Q3 2017, closing a stake of 4,838 shares — an estimated $396K sold.

Bridgewater Wealth & Financial Management first reported a position in BND in Q4 2016 and held it in 3 quarters. The position peaked at $396K in Q2 2017. 583 funds tracked by Wall St. Rank hold BND as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Vanguard Total Bond Market position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 4,838 Vanguard Total Bond Market shares in Q3 2017, an estimated $396K.
  • Bridgewater Wealth & Financial Management first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 3 quarters.
  • Bridgewater Wealth & Financial Management's Vanguard Total Bond Market position peaked at $396K in Q2 2017.
  • 583 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.