ALA
BND icon

Atherton Lane Advisers’s Vanguard Total Bond Market BND Stock Holding History

Atherton Lane Advisers’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
Q4 		$206K Hold
2,555
– – 0.01% 216
2015
Q3 		$209K Sell
2,555
-30
-1% -$2.44K 0.01% 214
2015
Q2 		$210K Buy
+2,585
New +$213K 0.01% 224

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atherton Lane Advisers's BND Position: Q4 2015 in Review

Atherton Lane Advisers held its Vanguard Total Bond Market (BND) position steady in Q4 2015 at 2,555 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #216.

Atherton Lane Advisers first reported a position in BND in Q2 2015 and has held it in 3 quarters since. The position peaked at $210K in Q2 2015. 473 funds tracked by Wall St. Rank hold BND as of Q4 2015.

  • Atherton Lane Advisers held 2,555 shares of Vanguard Total Bond Market worth $206K as of Q4 2015.
  • Atherton Lane Advisers left its Vanguard Total Bond Market share count unchanged in Q4 2015.
  • Vanguard Total Bond Market made up 0.01% of Atherton Lane Advisers's portfolio in Q4 2015, its #216 holding.
  • Atherton Lane Advisers first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 3 quarters since.
  • Atherton Lane Advisers's Vanguard Total Bond Market position peaked at $210K in Q2 2015.
  • 473 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.