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Mader & Shannon Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Mader & Shannon Wealth Management’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
2016
Q3 		– Sell
-120,997
Closed -$10.2M – 20
2016
Q2 		$10.2M Buy
+120,997
New +$10.1M 7.32% 5

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mader & Shannon Wealth Management's BND Position: Q3 2016 in Review

Mader & Shannon Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2016, closing a stake of 120,997 shares — an estimated $10.2M sold.

Mader & Shannon Wealth Management first reported a position in BND in Q2 2016 and held it in 1 quarter. The position peaked at $10.2M in Q2 2016. 522 funds tracked by Wall St. Rank hold BND as of Q3 2016.

  • Mader & Shannon Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2016 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 120,997 Vanguard Total Bond Market shares in Q3 2016, an estimated $10.2M.
  • Mader & Shannon Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2016 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's Vanguard Total Bond Market position peaked at $10.2M in Q2 2016.
  • 522 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2016.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.