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Higher Moment Capital’s Vanguard Total Bond Market BND Stock Holding History

Higher Moment Capital’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 		$10.3M Buy
129,789
+118,140
+1,014% +$9.23M 33.27% 2
2018
Q3 		$917K Buy
+11,649
New +$921K 1.27% 6
2018
Q1 		– Sell
-69,388
Closed -$5.66M – 6
2017
Q4 		$5.66M Sell
69,388
-212,215
-75% -$17.3M 5.45% 7
2017
Q3 		$23.1M Buy
281,603
+122,194
+77% +$10M 25.55% 2
2017
Q2 		$13M Buy
159,409
+136,817
+606% +$11.2M 17.46% 3
2017
Q1 		$1.83M Buy
+22,592
New +$1.83M 3.48% 6
2016
Q4 		– Sell
-263,407
Closed -$22.2M – 4
2016
Q3 		$22.2M Buy
263,407
+26,547
+11% +$2.23M 25.17% 3
2016
Q2 		$20M Buy
236,860
+11,580
+5% +$962K 18.06% 3
2016
Q1 		$18.7M Buy
225,280
+87,641
+64% +$7.17M 22.99% 2
2015
Q4 		$11.1M Sell
137,639
-112,139
-45% -$9.13M 25.92% 2
2015
Q3 		$20.5M Buy
249,778
+93,905
+60% +$7.65M 40.29% 2
2015
Q2 		$12.7M Buy
155,873
+1,711
+1% +$141K 30.54% 2
2015
Q1 		$12.9M Sell
154,162
-27,614
-15% -$2.3M 19% 3
2014
Q4 		$15M Sell
181,776
-22,502
-11% -$1.86M 18.13% 3
2014
Q3 		$16.7M Buy
+204,278
New +$16.8M 17.56% 3

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

Higher Moment Capital's BND Position: Q4 2018 in Review

Higher Moment Capital increased its Vanguard Total Bond Market (BND) stake by 1,014% in Q4 2018, buying an estimated $9.23M and bringing the position to 129,789 shares worth $10.3M. The position accounts for 33.27% of the portfolio, ranked #2.

Higher Moment Capital first reported a position in BND in Q3 2014 and has held it in 15 quarters since. The position peaked at $23.1M in Q3 2017. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Higher Moment Capital held 129,789 shares of Vanguard Total Bond Market worth $10.3M as of Q4 2018.
  • Higher Moment Capital bought 118,140 Vanguard Total Bond Market shares in Q4 2018, an estimated $9.23M.
  • Vanguard Total Bond Market made up 33.27% of Higher Moment Capital's portfolio in Q4 2018, its #2 holding.
  • Higher Moment Capital first reported a position in Vanguard Total Bond Market in Q3 2014 and has held it in 15 quarters since.
  • Higher Moment Capital's Vanguard Total Bond Market position peaked at $23.1M in Q3 2017.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Higher Moment Capital's 13F filing for Q4 2018, filed 14 Feb 2019.