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Peddock Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Peddock Capital Advisors’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
Q1 		– Sell
-31
Closed -$3K – 254
2017
Q4 		$3K Hold
31
– – ﹤0.01% 235
2017
Q3 		$3K Buy
31
+1
+3% +$82 ﹤0.01% 236
2017
Q2 		$2K Hold
30
– – ﹤0.01% 239
2017
Q1 		$2K Buy
30
+10
+50% +$809 ﹤0.01% 219
2016
Q4 		$2K Buy
+20
New +$1.64K ﹤0.01% 207

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Peddock Capital Advisors's BND Position: Q1 2018 in Review

Peddock Capital Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2018, closing a stake of 31 shares — an estimated $3K sold.

Peddock Capital Advisors first reported a position in BND in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q4 2017. 675 funds tracked by Wall St. Rank hold BND as of Q1 2018.

  • Peddock Capital Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2018 after selling out during the quarter.
  • Peddock Capital Advisors sold 31 Vanguard Total Bond Market shares in Q1 2018, an estimated $3K.
  • Peddock Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 5 quarters.
  • Peddock Capital Advisors's Vanguard Total Bond Market position peaked at $3K in Q4 2017.
  • 675 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2018.

Based on Peddock Capital Advisors's 13F filing for Q1 2018, filed 4 May 2018.