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Aris Wealth Services’s Vanguard Total Bond Market BND Stock Holding History

Aris Wealth 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
2015
Q3 		$18K Sell
223
-37
-14% -$3.02K 0.04% 180
2015
Q2 		$21K Buy
260
+3
+1% +$247 0.02% 311
2015
Q1 		$21K Buy
+257
New +$21.4K 0.02% 308

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aris Wealth Services's BND Position: Q3 2015 in Review

Aris Wealth Services reduced its Vanguard Total Bond Market (BND) stake by 14% in Q3 2015, selling an estimated $3.02K and leaving 223 shares worth $18K. The position accounts for 0.04% of the portfolio, ranked #180.

Aris Wealth Services first reported a position in BND in Q1 2015 and has held it in 3 quarters since. The position peaked at $21K in Q2 2015. 435 funds tracked by Wall St. Rank hold BND as of Q3 2015.

  • Aris Wealth Services held 223 shares of Vanguard Total Bond Market worth $18K as of Q3 2015.
  • Aris Wealth Services sold 37 Vanguard Total Bond Market shares in Q3 2015, an estimated $3.02K.
  • Vanguard Total Bond Market made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #180 holding.
  • Aris Wealth Services first reported a position in Vanguard Total Bond Market in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Vanguard Total Bond Market position peaked at $21K in Q2 2015.
  • 435 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.