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Cranberry Lake Advisors’s Vanguard Total Bond Market BND Stock Holding History

Cranberry Lake 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
Q3 		$590K Hold
7,500
– – 1.17% 8
2018
Q2 		$594K Buy
+7,500
New +$593K 1.2% 8

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cranberry Lake Advisors's BND Position: Q3 2018 in Review

Cranberry Lake Advisors held its Vanguard Total Bond Market (BND) position steady in Q3 2018 at 7,500 shares worth $590K. The position accounts for 1.17% of the portfolio, ranked #8.

Cranberry Lake Advisors first reported a position in BND in Q2 2018 and has held it in 2 quarters since. The position peaked at $594K in Q2 2018. 647 funds tracked by Wall St. Rank hold BND as of Q3 2018.

  • Cranberry Lake Advisors held 7,500 shares of Vanguard Total Bond Market worth $590K as of Q3 2018.
  • Cranberry Lake Advisors left its Vanguard Total Bond Market share count unchanged in Q3 2018.
  • Vanguard Total Bond Market made up 1.17% of Cranberry Lake Advisors's portfolio in Q3 2018, its #8 holding.
  • Cranberry Lake Advisors first reported a position in Vanguard Total Bond Market in Q2 2018 and has held it in 2 quarters since.
  • Cranberry Lake Advisors's Vanguard Total Bond Market position peaked at $594K in Q2 2018.
  • 647 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2018.

Based on Cranberry Lake Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.