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IndexIQ Advisors’s Vanguard Total Bond Market BND Stock Holding History

IndexIQ 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
2020
Q3 		– Sell
-872
Closed -$77K – 1034
2020
Q2 		$77K Sell
872
-6,359
-88% -$556K ﹤0.01% 870
2020
Q1 		$617K Sell
7,231
-5,239
-42% -$445K 0.03% 221
2019
Q4 		$1.05M Buy
12,470
+8,979
+257% +$755K 0.04% 248
2019
Q3 		$295K Sell
3,491
-38,368
-92% -$3.22M 0.01% 502
2019
Q2 		$3.48M Buy
41,859
+17,560
+72% +$1.43M 0.11% 155
2019
Q1 		$1.97M Sell
24,299
-40,924
-63% -$3.27M 0.06% 175
2018
Q4 		$5.17M Buy
65,223
+6,363
+11% +$497K 0.14% 126
2018
Q3 		$4.63M Buy
58,860
+13,884
+31% +$1.1M 0.15% 107
2018
Q2 		$3.56M Sell
44,976
-9,617
-18% -$760K 0.11% 160
2018
Q1 		$4.36M Buy
54,593
+25,872
+90% +$2.07M 0.14% 134
2017
Q4 		$2.34M Buy
28,721
+16,496
+135% +$1.35M 0.09% 120
2017
Q3 		$1M Buy
12,225
+12,059
+7,264% +$989K 0.04% 232
2017
Q2 		$14K Sell
166
-258,613
-100% -$21.1M ﹤0.01% 546
2017
Q1 		$21M Sell
258,779
-19,633
-7% -$1.59M 1.09% 23
2016
Q4 		$22.5M Sell
278,412
-531,361
-66% -$43.5M 1.13% 18
2016
Q3 		$68.1M Buy
809,773
+38,026
+5% +$3.2M 3.35% 7
2016
Q2 		$65.1M Sell
771,747
-363,729
-32% -$30.2M 3.77% 4
2016
Q1 		$94M Sell
1,135,476
-380,655
-25% -$31.1M 6.27% 5
2015
Q4 		$122M Sell
1,516,131
-817,140
-35% -$66.5M 7.83% 4
2015
Q3 		$191M Sell
2,333,271
-493,356
-17% -$40.2M 12.16% 2
2015
Q2 		$230M Buy
2,826,627
+24,352
+0.9% +$2M 14.65% 2
2015
Q1 		$234M Buy
2,802,275
+67,315
+2% +$5.6M 14.91% 1
2014
Q4 		$225M Buy
2,734,960
+616,760
+29% +$50.9M 14.86% 1
2014
Q3 		$174M Sell
2,118,200
-57,765
-3% -$4.74M 12.77% 1
2014
Q2 		$179M Buy
2,175,965
+323,761
+17% +$26.5M 14.22% 1
2014
Q1 		$150M Buy
1,852,204
+405,847
+28% +$32.9M 14.22% 1
2013
Q4 		$116M Buy
1,446,357
+365,861
+34% +$29.5M 11.84% 2
2013
Q3 		$87.4M Buy
1,080,496
+76,525
+8% +$6.16M 10.05% 2
2013
Q2 		$81.2M Buy
+1,003,971
New +$83.3M 10.23% 1

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IndexIQ Advisors's BND Position: Q3 2020 in Review

IndexIQ Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2020, closing a stake of 872 shares — an estimated $77K sold.

IndexIQ Advisors first reported a position in BND in Q2 2013 and held it in 29 quarters. The position peaked at $234M in Q1 2015. 958 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • IndexIQ Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 872 Vanguard Total Bond Market shares in Q3 2020, an estimated $77K.
  • IndexIQ Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 29 quarters.
  • IndexIQ Advisors's Vanguard Total Bond Market position peaked at $234M in Q1 2015.
  • 958 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on IndexIQ Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.