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Sterling Global Strategies’s Vanguard Total Bond Market BND Stock Holding History

Sterling Global Strategies’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
2019
Q1 		– Sell
-3,361
Closed -$266K – 49
2018
Q4 		$266K Buy
+3,361
New +$263K 1.35% 15
2015
Q4 		– Sell
-115,465
Closed -$9.46M – 20
2015
Q3 		$9.46M Buy
+115,465
New +$9.41M 52.22% 1

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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

Sterling Global Strategies's BND Position: Q1 2019 in Review

Sterling Global Strategies sold out of Vanguard Total Bond Market (BND) in Q1 2019, closing a stake of 3,361 shares — an estimated $266K sold.

Sterling Global Strategies first reported a position in BND in Q3 2015 and held it in 2 quarters. The position peaked at $9.46M in Q3 2015. 748 funds tracked by Wall St. Rank hold BND as of Q1 2019.

  • Sterling Global Strategies reported no remaining Vanguard Total Bond Market position as of Q1 2019 after selling out during the quarter.
  • Sterling Global Strategies sold 3,361 Vanguard Total Bond Market shares in Q1 2019, an estimated $266K.
  • Sterling Global Strategies first reported a position in Vanguard Total Bond Market in Q3 2015 and held it in 2 quarters.
  • Sterling Global Strategies's Vanguard Total Bond Market position peaked at $9.46M in Q3 2015.
  • 748 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.