Monroe Bank & Trust’s Vanguard Total Bond Market BND Stock Holding History

Monroe Bank & Trust’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 Q3	–	Sell	-462	Closed	-$37K	–	121
2018 Q2	$37K	Hold	462	–	–	0.01%	160
2018 Q1	$37K	Hold	462	–	–	0.01%	167
2017 Q4	$38K	Buy	+462	New	+$37.7K	0.01%	168
2017 Q3	–	Sell	-462	Closed	-$38K	–	126
2017 Q2	$38K	Hold	462	–	–	0.01%	167
2017 Q1	$37K	Hold	462	–	–	0.01%	171
2016 Q4	$37K	Buy	+462	New	+$37.8K	0.01%	180
2016 Q2	–	Sell	-462	Closed	-$38K	–	147
2016 Q1	$38K	Hold	462	–	–	0.01%	185
2015 Q4	$37K	Hold	462	–	–	0.01%	189
2015 Q3	$38K	Hold	462	–	–	0.01%	188
2015 Q2	$38K	Hold	462	–	–	0.01%	189
2015 Q1	$39K	Hold	462	–	–	0.01%	185
2014 Q4	$38K	Buy	+462	New	+$38.1K	0.01%	189
2014 Q3	–	Sell	-462	Closed	-$38K	–	148
2014 Q2	$38K	Hold	462	–	–	0.01%	207
2014 Q1	$38K	Hold	462	–	–	0.01%	213
2013 Q4	$37K	Hold	462	–	–	0.01%	190
2013 Q3	$37K	Hold	462	–	–	0.02%	186
2013 Q2	$37K	Buy	+462	New	+$38.3K	0.02%	189

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Monroe Bank & Trust's BND Position: Q3 2018 in Review

Monroe Bank & Trust sold out of Vanguard Total Bond Market (BND) in Q3 2018, closing a stake of 462 shares — an estimated $37K sold.

Monroe Bank & Trust first reported a position in BND in Q2 2013 and held it in 17 quarters. The position peaked at $39K in Q1 2015. 647 funds tracked by Wall St. Rank hold BND as of Q3 2018.

Monroe Bank & Trust reported no remaining Vanguard Total Bond Market position as of Q3 2018 after selling out during the quarter.
Monroe Bank & Trust sold 462 Vanguard Total Bond Market shares in Q3 2018, an estimated $37K.
Monroe Bank & Trust first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 17 quarters.
Monroe Bank & Trust's Vanguard Total Bond Market position peaked at $39K in Q1 2015.
647 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.