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Boaz Weinstein’s Vanguard Total Bond Market BND Stock Holding History

Boaz Weinstein’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
2016
Q1 		– Sell
-23,711
Closed -$1.92M – 110
2015
Q4 		$1.92M Buy
+23,711
New +$1.93M 0.18% 66
2015
Q3 		– Sell
-106,226
Closed -$8.63M – 107
2015
Q2 		$8.63M Sell
106,226
-257,546
-71% -$21.2M 0.86% 33
2015
Q1 		$30.3M Buy
363,772
+154,567
+74% +$12.9M 3.17% 6
2014
Q4 		$17.2M Buy
+209,205
New +$17.3M 1.38% 22
2014
Q3 		– Sell
-1,140,580
Closed -$93.8M – 186
2014
Q2 		$93.8M Buy
+1,140,580
New +$93.2M 4.91% 1
2013
Q4 		– Sell
-59,117
Closed -$4.78M – 206
2013
Q3 		$4.78M Buy
+59,117
New +$4.76M 0.4% 65

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boaz Weinstein's BND Position: Q1 2016 in Review

Boaz Weinstein sold out of Vanguard Total Bond Market (BND) in Q1 2016, closing a stake of 23,711 shares — an estimated $1.92M sold.

Boaz Weinstein first reported a position in BND in Q3 2013 and held it in 6 quarters. The position peaked at $93.8M in Q2 2014. 500 funds tracked by Wall St. Rank hold BND as of Q1 2016.

  • Boaz Weinstein reported no remaining Vanguard Total Bond Market position as of Q1 2016 after selling out during the quarter.
  • Boaz Weinstein sold 23,711 Vanguard Total Bond Market shares in Q1 2016, an estimated $1.92M.
  • Boaz Weinstein first reported a position in Vanguard Total Bond Market in Q3 2013 and held it in 6 quarters.
  • Boaz Weinstein's Vanguard Total Bond Market position peaked at $93.8M in Q2 2014.
  • 500 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2016.

Based on Saba Capital Management's 13F filing for Q1 2016, filed 16 May 2016.