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Monument Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Monument Capital 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
2018
Q4 		– Sell
-43
Closed -$3K – 121
2018
Q3 		$3K Buy
+43
New +$3.4K ﹤0.01% 210
2018
Q2 		– Sell
-30
Closed -$2K – 148
2018
Q1 		$2K Buy
+30
New +$2.4K ﹤0.01% 128

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Monument Capital Management's BND Position: Q4 2018 in Review

Monument Capital Management sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 43 shares — an estimated $3K sold.

Monument Capital Management first reported a position in BND in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Monument Capital Management reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 43 Vanguard Total Bond Market shares in Q4 2018, an estimated $3K.
  • Monument Capital Management first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 2 quarters.
  • Monument Capital Management's Vanguard Total Bond Market position peaked at $3K in Q3 2018.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.