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Peterson Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Peterson Wealth 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
-6,347
Closed -$518K – 48
2017
Q4 		$518K Buy
+6,347
New +$518K 0.47% 29

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Peterson Wealth Advisors's BND Position: Q1 2018 in Review

Peterson Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2018, closing a stake of 6,347 shares — an estimated $518K sold.

Peterson Wealth Advisors first reported a position in BND in Q4 2017 and held it in 1 quarter. The position peaked at $518K in Q4 2017. 675 funds tracked by Wall St. Rank hold BND as of Q1 2018.

  • Peterson Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2018 after selling out during the quarter.
  • Peterson Wealth Advisors sold 6,347 Vanguard Total Bond Market shares in Q1 2018, an estimated $518K.
  • Peterson Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 1 quarter.
  • Peterson Wealth Advisors's Vanguard Total Bond Market position peaked at $518K in Q4 2017.
  • 675 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2018.

Based on Peterson Wealth Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.