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Moneywise Inc’s Vanguard Total Bond Market BND Stock Holding History

Moneywise Inc’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
2017
Q4 		– Sell
-2,610
Closed -$214K – 39
2017
Q3 		$214K Buy
2,610
+15
+0.6% +$1.23K 0.17% 35
2017
Q2 		$212K Buy
+2,595
New +$212K 0.18% 34
2016
Q4 		– Sell
-3,194
Closed -$269K – 34
2016
Q3 		$269K Buy
+3,194
New +$269K 0.28% 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
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
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
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

Moneywise Inc's BND Position: Q4 2017 in Review

Moneywise Inc sold out of Vanguard Total Bond Market (BND) in Q4 2017, closing a stake of 2,610 shares — an estimated $214K sold.

Moneywise Inc first reported a position in BND in Q3 2016 and held it in 3 quarters. The position peaked at $269K in Q3 2016. 667 funds tracked by Wall St. Rank hold BND as of Q4 2017.

  • Moneywise Inc reported no remaining Vanguard Total Bond Market position as of Q4 2017 after selling out during the quarter.
  • Moneywise Inc sold 2,610 Vanguard Total Bond Market shares in Q4 2017, an estimated $214K.
  • Moneywise Inc first reported a position in Vanguard Total Bond Market in Q3 2016 and held it in 3 quarters.
  • Moneywise Inc's Vanguard Total Bond Market position peaked at $269K in Q3 2016.
  • 667 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2017.

Based on Moneywise Inc's 13F filing for Q4 2017, filed 8 Jan 2018.