CWM
VBND icon

Cornerstone Wealth Management’s Vident US Bond Strategy ETF VBND Stock Holding History

Cornerstone Wealth Management’s Portfolio VBND Stock Details VBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-19,818
Closed -$397K – 1117
2018
Q3 		$397K Buy
+19,818
New +$943K 0.01% 989

Other funds holding VBND

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Management's VBND Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Vident US Bond Strategy ETF (VBND) in Q4 2018, closing a stake of 19,818 shares — an estimated $397K sold.

Cornerstone Wealth Management first reported a position in VBND in Q3 2018 and held it in 1 quarter. The position peaked at $397K in Q3 2018. 13 funds tracked by Wall St. Rank hold VBND as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Vident US Bond Strategy ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 19,818 Vident US Bond Strategy ETF shares in Q4 2018, an estimated $397K.
  • Cornerstone Wealth Management first reported a position in Vident US Bond Strategy ETF in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Vident US Bond Strategy ETF position peaked at $397K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.