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Advisor Partners’s Vanguard Total Bond Market BND Stock Holding History

Advisor Partners’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
-7,862
Closed -$644K – 568
2017
Q3 		$644K Sell
7,862
-556
-7% -$45.6K 0.13% 178
2017
Q2 		$689K Buy
8,418
+94
+1% +$7.68K 0.16% 155
2017
Q1 		$675K Buy
8,324
+3,146
+61% +$254K 0.18% 135
2016
Q4 		$418K Sell
5,178
-2,914
-36% -$239K 0.13% 198
2016
Q3 		$681K Buy
8,092
+483
+6% +$40.7K 0.23% 112
2016
Q2 		$641K Buy
7,609
+1,101
+17% +$91.5K 0.22% 114
2016
Q1 		$539K Buy
6,508
+905
+16% +$74K 0.2% 128
2015
Q4 		$452K Buy
+5,603
New +$456K 0.15% 159
2015
Q1 		– Sell
-3,726
Closed -$307K – 325
2014
Q4 		$307K Buy
+3,726
New +$307K 0.14% 200
2014
Q3 		– Sell
-3,171
Closed -$261K – 235
2014
Q2 		$261K Sell
3,171
-139
-4% -$11.4K 0.13% 208
2014
Q1 		$269K Buy
3,310
+644
+24% +$52.2K 0.15% 193
2013
Q4 		$213K Sell
2,666
-154
-5% -$12.4K 0.12% 235
2013
Q3 		$228K Buy
2,820
+101
+4% +$8.13K 0.16% 188
2013
Q2 		$220K Buy
+2,719
New +$225K 0.18% 179

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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

Advisor Partners's BND Position: Q4 2017 in Review

Advisor Partners sold out of Vanguard Total Bond Market (BND) in Q4 2017, closing a stake of 7,862 shares — an estimated $644K sold.

Advisor Partners first reported a position in BND in Q2 2013 and held it in 14 quarters. The position peaked at $689K in Q2 2017. 668 funds tracked by Wall St. Rank hold BND as of Q4 2017.

  • Advisor Partners reported no remaining Vanguard Total Bond Market position as of Q4 2017 after selling out during the quarter.
  • Advisor Partners sold 7,862 Vanguard Total Bond Market shares in Q4 2017, an estimated $644K.
  • Advisor Partners first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 14 quarters.
  • Advisor Partners's Vanguard Total Bond Market position peaked at $689K in Q2 2017.
  • 668 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2017.

Based on Advisor Partners's 13F filing for Q4 2017, filed 26 Jan 2018.