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Alliance Wealth Management Group’s Vanguard Total Bond Market BND Stock Holding History

Alliance Wealth Management Group’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
Q1 		– Sell
-2,620
Closed -$212K – 66
2016
Q4 		$212K Hold
2,620
– – 0.16% 34
2016
Q3 		$220K Buy
+2,620
New +$221K 0.15% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alliance Wealth Management Group's BND Position: Q1 2017 in Review

Alliance Wealth Management Group sold out of Vanguard Total Bond Market (BND) in Q1 2017, closing a stake of 2,620 shares — an estimated $212K sold.

Alliance Wealth Management Group first reported a position in BND in Q3 2016 and held it in 2 quarters. The position peaked at $220K in Q3 2016. 565 funds tracked by Wall St. Rank hold BND as of Q1 2017.

  • Alliance Wealth Management Group reported no remaining Vanguard Total Bond Market position as of Q1 2017 after selling out during the quarter.
  • Alliance Wealth Management Group sold 2,620 Vanguard Total Bond Market shares in Q1 2017, an estimated $212K.
  • Alliance Wealth Management Group first reported a position in Vanguard Total Bond Market in Q3 2016 and held it in 2 quarters.
  • Alliance Wealth Management Group's Vanguard Total Bond Market position peaked at $220K in Q3 2016.
  • 565 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2017.

Based on Alliance Wealth Management Group's 13F filing for Q1 2017, filed 12 May 2017.