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Clearwater Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-50
Closed -$4K – 226
2018
Q1 		$4K Buy
+50
New +$4K ﹤0.01% 543

Other funds holding BND

Jones Financial Companies
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearwater Capital Advisors's BND Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2018, closing a stake of 50 shares — an estimated $4K sold.

Clearwater Capital Advisors first reported a position in BND in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 659 funds tracked by Wall St. Rank hold BND as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 50 Vanguard Total Bond Market shares in Q2 2018, an estimated $4K.
  • Clearwater Capital Advisors first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Vanguard Total Bond Market position peaked at $4K in Q1 2018.
  • 659 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.