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IFC Holdings’s Vanguard Total Bond Market BND Stock Holding History

IFC Holdings’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
Q1 		– Sell
-19,842
Closed -$1.61M – 37
2017
Q4 		$1.61M Sell
19,842
-13,791
-41% -$1.13M 0.11% 126
2017
Q3 		$2.76M Buy
33,633
+1,661
+5% +$136K 0.19% 80
2017
Q2 		$2.61M Buy
31,972
+6,203
+24% +$507K 0.2% 76
2017
Q1 		$2.09M Buy
25,769
+5,271
+26% +$426K 0.18% 85
2016
Q4 		$1.66M Buy
20,498
+10,626
+108% +$870K 0.16% 97
2016
Q3 		$829K Buy
9,872
+443
+5% +$37.3K 0.09% 166
2016
Q2 		$794K Sell
9,429
-2,213
-19% -$184K 0.09% 160
2016
Q1 		$962K Sell
11,642
-2,057
-15% -$168K 0.12% 115
2015
Q4 		$1.11M Sell
13,699
-3,715
-21% -$302K 0.15% 111
2015
Q3 		$1.42M Sell
17,414
-14,649
-46% -$1.19M 0.22% 85
2015
Q2 		$2.59M Sell
32,063
-18,569
-37% -$1.53M 0.38% 57
2015
Q1 		$4.21M Buy
50,632
+879
+2% +$73.1K 0.64% 29
2014
Q4 		$4.09M Buy
49,753
+21,076
+73% +$1.74M 0.67% 26
2014
Q3 		$2.35M Buy
28,677
+13,180
+85% +$1.08M 0.42% 62
2014
Q2 		$1.27M Buy
15,497
+12,167
+365% +$994K 0.23% 92
2014
Q1 		$269K Buy
+3,330
New +$270K 0.06% 249
2013
Q4 		– Sell
-7,110
Closed -$575K – 330
2013
Q3 		$575K Buy
7,110
+369
+5% +$29.7K 0.12% 186
2013
Q2 		$546K Buy
+6,741
New +$559K 0.13% 175

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFC Holdings's BND Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Total Bond Market (BND) in Q1 2018, closing a stake of 19,842 shares — an estimated $1.61M sold.

IFC Holdings first reported a position in BND in Q2 2013 and held it in 18 quarters. The position peaked at $4.21M in Q1 2015. 675 funds tracked by Wall St. Rank hold BND as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard Total Bond Market position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 19,842 Vanguard Total Bond Market shares in Q1 2018, an estimated $1.61M.
  • IFC Holdings first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 18 quarters.
  • IFC Holdings's Vanguard Total Bond Market position peaked at $4.21M in Q1 2015.
  • 675 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.