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

SteelBridge Private 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
2016
Q4 		– Sell
-11,830
Closed -$995K – 63
2016
Q3 		$995K Hold
11,830
– – 2.89% 5
2016
Q2 		$997K Sell
11,830
-17,680
-60% -$1.47M 3.01% 5
2016
Q1 		$2.44M Buy
+29,510
New +$2.41M 4.97% 5

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SteelBridge Private Wealth Advisors's BND Position: Q4 2016 in Review

SteelBridge Private Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2016, closing a stake of 11,830 shares — an estimated $995K sold.

SteelBridge Private Wealth Advisors first reported a position in BND in Q1 2016 and held it in 3 quarters. The position peaked at $2.44M in Q1 2016. 572 funds tracked by Wall St. Rank hold BND as of Q4 2016.

  • SteelBridge Private Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2016 after selling out during the quarter.
  • SteelBridge Private Wealth Advisors sold 11,830 Vanguard Total Bond Market shares in Q4 2016, an estimated $995K.
  • SteelBridge Private Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2016 and held it in 3 quarters.
  • SteelBridge Private Wealth Advisors's Vanguard Total Bond Market position peaked at $2.44M in Q1 2016.
  • 572 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2016.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.