Sigma Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Sigma Investment Management’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	-4,908	Closed	-$386K	–	21
2018 Q3	$386K	Buy	4,908 +4	+0.1%	+$316	0.31%	12
2018 Q2	$388K	Buy	4,904 +5	+0.1%	+$395	0.32%	12
2018 Q1	$392K	Buy	4,899 +628	+15%	+$50.3K	0.33%	10
2017 Q4	$348K	Hold	4,271	–	–	0.29%	11
2017 Q3	$350K	Hold	4,271	–	–	0.3%	10
2017 Q2	$349K	Hold	4,271	–	–	0.3%	10
2017 Q1	$346K	Hold	4,271	–	–	0.31%	12
2016 Q4	$345K	Buy	+4,271	New	+$350K	0.3%	12
2016 Q1	–	Sell	-3,308	Closed	-$267K	–	18
2015 Q4	$267K	Hold	3,308	–	–	0.16%	21
2015 Q3	$271K	Sell	3,308 -601	-15%	-$49K	0.18%	22
2015 Q2	$318K	Hold	3,909	–	–	0.19%	23
2015 Q1	$326K	Hold	3,909	–	–	0.2%	23
2014 Q4	$322K	Hold	3,909	–	–	0.2%	24
2014 Q3	$320K	Hold	3,909	–	–	0.23%	22
2014 Q2	$321K	Hold	3,909	–	–	0.22%	21
2014 Q1	$317K	Hold	3,909	–	–	0.22%	21
2013 Q4	$313K	Buy	+3,909	New	+$316K	0.21%	19

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sigma Investment Management's BND Position: Q4 2018 in Review

Sigma Investment Management sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 4,908 shares — an estimated $386K sold.

Sigma Investment Management first reported a position in BND in Q4 2013 and held it in 17 quarters. The position peaked at $392K in Q1 2018. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

Sigma Investment Management reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
Sigma Investment Management sold 4,908 Vanguard Total Bond Market shares in Q4 2018, an estimated $386K.
Sigma Investment Management first reported a position in Vanguard Total Bond Market in Q4 2013 and held it in 17 quarters.
Sigma Investment Management's Vanguard Total Bond Market position peaked at $392K in Q1 2018.
711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.