AIFS
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A&I Financial Services’s Vanguard Total Bond Market BND Stock Holding History

A&I Financial Services’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
-139,222
Closed -$11M – 18
2018
Q4 		$11M Buy
+139,222
New +$10.9M 18.63% 2

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

A&I Financial Services's BND Position: Q1 2019 in Review

A&I Financial Services sold out of Vanguard Total Bond Market (BND) in Q1 2019, closing a stake of 139,222 shares — an estimated $11M sold.

A&I Financial Services first reported a position in BND in Q4 2018 and held it in 1 quarter. The position peaked at $11M in Q4 2018. 749 funds tracked by Wall St. Rank hold BND as of Q1 2019.

  • A&I Financial Services reported no remaining Vanguard Total Bond Market position as of Q1 2019 after selling out during the quarter.
  • A&I Financial Services sold 139,222 Vanguard Total Bond Market shares in Q1 2019, an estimated $11M.
  • A&I Financial Services first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 1 quarter.
  • A&I Financial Services's Vanguard Total Bond Market position peaked at $11M in Q4 2018.
  • 749 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on A&I Financial Services's 13F filing for Q1 2019, filed 1 May 2019.