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Legacy Wealth Management (Tennessee)’s Vanguard Total Bond Market BND Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q2 		– Sell
-14,470
Closed -$1.16M – 14
2018
Q1 		$1.16M Buy
+14,470
New +$1.16M 0.28% 10
2017
Q1 		– Sell
-645
Closed -$52.1K – 17
2016
Q4 		$52.1K Buy
+645
New +$52.8K 0.01% 27

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Legacy Wealth Management (Tennessee)'s BND Position: Q2 2018 in Review

Legacy Wealth Management (Tennessee) sold out of Vanguard Total Bond Market (BND) in Q2 2018, closing a stake of 14,470 shares — an estimated $1.16M sold.

Legacy Wealth Management (Tennessee) first reported a position in BND in Q4 2016 and held it in 2 quarters. The position peaked at $1.16M in Q1 2018. 659 funds tracked by Wall St. Rank hold BND as of Q2 2018.

  • Legacy Wealth Management (Tennessee) reported no remaining Vanguard Total Bond Market position as of Q2 2018 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 14,470 Vanguard Total Bond Market shares in Q2 2018, an estimated $1.16M.
  • Legacy Wealth Management (Tennessee) first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 2 quarters.
  • Legacy Wealth Management (Tennessee)'s Vanguard Total Bond Market position peaked at $1.16M in Q1 2018.
  • 659 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2018.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2018, filed 16 Jul 2018.