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IberiaBank’s Vanguard Total Bond Market BND Stock Holding History

IberiaBank’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
2020
Q2 		$1.4M Sell
15,792
-814
-5% -$71.2K 0.16% 113
2020
Q1 		$1.42M Buy
16,606
+1,831
+12% +$156K 0.19% 105
2019
Q4 		$1.24M Sell
14,775
-491
-3% -$41.3K 0.13% 115
2019
Q3 		$1.29M Buy
15,266
+95
+0.6% +$7.96K 0.15% 112
2019
Q2 		$1.26M Sell
15,171
-1,883
-11% -$153K 0.14% 120
2019
Q1 		$1.38M Sell
17,054
-2,249
-12% -$180K 0.16% 118
2018
Q4 		$1.53M Buy
19,303
+3,719
+24% +$291K 0.2% 107
2018
Q3 		$1.23M Sell
15,584
-5,477
-26% -$433K 0.15% 132
2018
Q2 		$1.67M Sell
21,061
-6,111
-22% -$483K 0.29% 106
2018
Q1 		$2.17M Buy
27,172
+4,029
+17% +$323K 0.43% 84
2017
Q4 		$1.89M Buy
23,143
+14,667
+173% +$1.2M 0.29% 104
2017
Q3 		$695K Buy
8,476
+2,370
+39% +$194K 0.12% 149
2017
Q2 		$500K Buy
6,106
+2,812
+85% +$230K 0.15% 120
2017
Q1 		$267K Sell
3,294
-5,858
-64% -$474K 0.08% 153
2016
Q4 		$739K Buy
9,152
+2,321
+34% +$190K 0.27% 77
2016
Q3 		$575K Buy
6,831
+1,850
+37% +$156K 0.25% 80
2016
Q2 		$420K Buy
4,981
+205
+4% +$17K 0.19% 98
2016
Q1 		$395K Sell
4,776
-6,759
-59% -$553K 0.19% 99
2015
Q4 		$932K Buy
11,535
+7,719
+202% +$628K 0.42% 58
2015
Q3 		$313K Sell
3,816
-265
-6% -$21.6K 0.16% 113
2015
Q2 		$332K Sell
4,081
-27,459
-87% -$2.26M 0.15% 118
2015
Q1 		$2.63M Buy
31,540
+28,446
+919% +$2.37M 1.18% 34
2014
Q4 		$255K Sell
3,094
-154
-5% -$12.7K 0.14% 140
2014
Q3 		$266K Hold
3,248
– – 0.15% 122
2014
Q2 		$267K Sell
3,248
-343
-10% -$28K 0.15% 131
2014
Q1 		$292K Sell
3,591
-120
-3% -$9.72K 0.18% 110
2013
Q4 		$297K Sell
3,711
-1,441
-28% -$116K 0.19% 111
2013
Q3 		$417K Sell
5,152
-12,201
-70% -$981K 0.27% 92
2013
Q2 		$1.4M Buy
+17,353
New +$1.44M 1.06% 35

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IberiaBank's BND Position: Q2 2020 in Review

IberiaBank reduced its Vanguard Total Bond Market (BND) stake by 4.9% in Q2 2020, selling an estimated $71.2K and leaving 15,792 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #113.

IberiaBank first reported a position in BND in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.63M in Q1 2015. 928 funds tracked by Wall St. Rank hold BND as of Q2 2020.

  • IberiaBank held 15,792 shares of Vanguard Total Bond Market worth $1.4M as of Q2 2020.
  • IberiaBank sold 814 Vanguard Total Bond Market shares in Q2 2020, an estimated $71.2K.
  • Vanguard Total Bond Market made up 0.16% of IberiaBank's portfolio in Q2 2020, its #113 holding.
  • IberiaBank first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 29 quarters since.
  • IberiaBank's Vanguard Total Bond Market position peaked at $2.63M in Q1 2015.
  • 928 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.