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Shepherd Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Shepherd Financial Partners’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
-3,582
Closed -$284K – 125
2018
Q3 		$284K Hold
3,582
– – 0.06% 101
2018
Q2 		$284K Buy
+3,582
New +$283K 0.06% 101

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Shepherd Financial Partners's BND Position: Q4 2018 in Review

Shepherd Financial Partners sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 3,582 shares — an estimated $284K sold.

Shepherd Financial Partners first reported a position in BND in Q2 2018 and held it in 2 quarters. The position peaked at $284K in Q3 2018. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

  • Shepherd Financial Partners reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,582 Vanguard Total Bond Market shares in Q4 2018, an estimated $284K.
  • Shepherd Financial Partners first reported a position in Vanguard Total Bond Market in Q2 2018 and held it in 2 quarters.
  • Shepherd Financial Partners's Vanguard Total Bond Market position peaked at $284K in Q3 2018.
  • 711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Shepherd Financial Partners's 13F filing for Q4 2018, filed 7 Feb 2019.