RBO & Co’s Vanguard Total Bond Market BND Stock Holding History

RBO & Co’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	-4,000	Closed	-$317K	–	63
2018 Q2	$317K	Buy	+4,000	New	+$316K	0.08%	55

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

RBO & Co's BND Position: Q3 2018 in Review

RBO & Co sold out of Vanguard Total Bond Market (BND) in Q3 2018, closing a stake of 4,000 shares — an estimated $317K sold.

RBO & Co first reported a position in BND in Q2 2018 and held it in 1 quarter. The position peaked at $317K in Q2 2018. 647 funds tracked by Wall St. Rank hold BND as of Q3 2018.

RBO & Co reported no remaining Vanguard Total Bond Market position as of Q3 2018 after selling out during the quarter.
RBO & Co sold 4,000 Vanguard Total Bond Market shares in Q3 2018, an estimated $317K.
RBO & Co first reported a position in Vanguard Total Bond Market in Q2 2018 and held it in 1 quarter.
RBO & Co's Vanguard Total Bond Market position peaked at $317K in Q2 2018.
647 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2018.

Based on RBO & Co's 13F filing for Q3 2018, filed 14 Nov 2018.