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United Bank (Georgia)’s Vanguard Total Bond Market BND Stock Holding History

United Bank (Georgia)’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
2017
Q4 		– Sell
-3,865
Closed -$317K – 73
2017
Q3 		$317K Sell
3,865
-2,432
-39% -$200K 0.3% 62
2017
Q2 		$515K Hold
6,297
– – 0.48% 60
2017
Q1 		$511K Sell
6,297
-2,470
-28% -$200K 0.49% 61
2016
Q4 		$708K Buy
+8,767
New +$718K 0.72% 56

Other funds holding BND

Jones Financial Companies
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Bank (Georgia)'s BND Position: Q4 2017 in Review

United Bank (Georgia) sold out of Vanguard Total Bond Market (BND) in Q4 2017, closing a stake of 3,865 shares — an estimated $317K sold.

United Bank (Georgia) first reported a position in BND in Q4 2016 and held it in 4 quarters. The position peaked at $708K in Q4 2016. 668 funds tracked by Wall St. Rank hold BND as of Q4 2017.

  • United Bank (Georgia) reported no remaining Vanguard Total Bond Market position as of Q4 2017 after selling out during the quarter.
  • United Bank (Georgia) sold 3,865 Vanguard Total Bond Market shares in Q4 2017, an estimated $317K.
  • United Bank (Georgia) first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 4 quarters.
  • United Bank (Georgia)'s Vanguard Total Bond Market position peaked at $708K in Q4 2016.
  • 668 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2017.

Based on United Bank (Georgia)'s 13F filing for Q4 2017, filed 7 Feb 2018.