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Price Wealth’s Vanguard Total Bond Market BND Stock Holding History

Price Wealth’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
-899
Closed -$71K – 150
2018
Q3 		$71K Hold
899
– – 0.03% 71
2018
Q2 		$71K Hold
899
– – 0.03% 93
2018
Q1 		$72K Hold
899
– – 0.04% 74
2017
Q4 		$73K Buy
+899
New +$73.4K 0.05% 44

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

Price Wealth's BND Position: Q4 2018 in Review

Price Wealth sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 899 shares — an estimated $71K sold.

Price Wealth first reported a position in BND in Q4 2017 and held it in 4 quarters. The position peaked at $73K in Q4 2017. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Price Wealth reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
  • Price Wealth sold 899 Vanguard Total Bond Market shares in Q4 2018, an estimated $71K.
  • Price Wealth first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 4 quarters.
  • Price Wealth's Vanguard Total Bond Market position peaked at $73K in Q4 2017.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Price Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.