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Edelman Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Edelman Financial Services’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
Q4 		– Sell
-708,843
Closed -$55.8M – 3
2018
Q3 		$55.8M Buy
708,843
+622
+0.1% +$49.2K 0.51% 17
2018
Q2 		$56.1M Buy
708,221
+4,574
+0.7% +$362K 0.53% 16
2018
Q1 		$56.2M Sell
703,647
-9,488
-1% -$760K 0.56% 17
2017
Q4 		$58.2M Buy
713,135
+30,802
+5% +$2.52M 0.59% 14
2017
Q3 		$55.9M Buy
682,333
+6,865
+1% +$563K 0.6% 14
2017
Q2 		$55.3M Buy
675,468
+900
+0.1% +$73.5K 0.63% 14
2017
Q1 		$54.7M Sell
674,568
-3,418
-0.5% -$276K 0.64% 14
2016
Q4 		$54.8M Buy
677,986
+66,069
+11% +$5.41M 0.69% 14
2016
Q3 		$51.5M Buy
611,917
+11,222
+2% +$945K 0.67% 14
2016
Q2 		$50.6M Buy
600,695
+17,514
+3% +$1.46M 0.69% 14
2016
Q1 		$48.3M Sell
583,181
-128,919
-18% -$10.5M 0.7% 14
2015
Q4 		$57.5M Buy
712,100
+153,283
+27% +$12.5M 0.87% 14
2015
Q3 		$45.8M Buy
558,817
+7,871
+1% +$642K 0.74% 14
2015
Q2 		$44.8M Buy
550,946
+10,518
+2% +$865K 0.69% 15
2015
Q1 		$45.1M Buy
540,428
+11,729
+2% +$975K 0.7% 15
2014
Q4 		$43.5M Buy
528,699
+8,287
+2% +$684K 0.71% 13
2014
Q3 		$42.6M Buy
520,412
+6,610
+1% +$542K 0.73% 13
2014
Q2 		$42.2M Buy
513,802
+22,275
+5% +$1.82M 0.73% 13
2014
Q1 		$39.9M Buy
491,527
+15,395
+3% +$1.25M 0.75% 13
2013
Q4 		$38.1M Buy
476,132
+16,699
+4% +$1.35M 0.76% 13
2013
Q3 		$37.2M Buy
459,433
+8,924
+2% +$718K 0.76% 15
2013
Q2 		$36.4M Buy
+450,509
New +$37.4M 0.8% 12

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Edelman Financial Services's BND Position: Q4 2018 in Review

Edelman Financial Services sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 708,843 shares — an estimated $55.8M sold.

Edelman Financial Services first reported a position in BND in Q2 2013 and held it in 22 quarters. The position peaked at $58.2M in Q4 2017. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Edelman Financial Services reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 708,843 Vanguard Total Bond Market shares in Q4 2018, an estimated $55.8M.
  • Edelman Financial Services first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's Vanguard Total Bond Market position peaked at $58.2M in Q4 2017.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.