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1st Global Advisors’s Vanguard Total Bond Market BND Stock Holding History

1st Global 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
2017
Q2 		$4.75M Hold
58,045
– – 0.55% 18
2017
Q1 		$4.71M Buy
+58,045
New +$4.69M 0.55% 19

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

1st Global Advisors's BND Position: Q2 2017 in Review

1st Global Advisors held its Vanguard Total Bond Market (BND) position steady in Q2 2017 at 58,045 shares worth $4.75M. The position accounts for 0.55% of the portfolio, ranked #18.

1st Global Advisors first reported a position in BND in Q1 2017 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold BND as of Q2 2017.

  • 1st Global Advisors held 58,045 shares of Vanguard Total Bond Market worth $4.75M as of Q2 2017.
  • 1st Global Advisors left its Vanguard Total Bond Market share count unchanged in Q2 2017.
  • Vanguard Total Bond Market made up 0.55% of 1st Global Advisors's portfolio in Q2 2017, its #18 holding.
  • 1st Global Advisors first reported a position in Vanguard Total Bond Market in Q1 2017 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.