BFM
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Boston Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Boston Financial Management’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
Q4 		– Sell
-4,746
Closed -$399K – 275
2016
Q3 		$399K Buy
+4,746
New +$399K 0.03% 208

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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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Financial Management's BND Position: Q4 2016 in Review

Boston Financial Management sold out of Vanguard Total Bond Market (BND) in Q4 2016, closing a stake of 4,746 shares — an estimated $399K sold.

Boston Financial Management first reported a position in BND in Q3 2016 and held it in 1 quarter. The position peaked at $399K in Q3 2016. 571 funds tracked by Wall St. Rank hold BND as of Q4 2016.

  • Boston Financial Management reported no remaining Vanguard Total Bond Market position as of Q4 2016 after selling out during the quarter.
  • Boston Financial Management sold 4,746 Vanguard Total Bond Market shares in Q4 2016, an estimated $399K.
  • Boston Financial Management first reported a position in Vanguard Total Bond Market in Q3 2016 and held it in 1 quarter.
  • Boston Financial Management's Vanguard Total Bond Market position peaked at $399K in Q3 2016.
  • 571 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2016.

Based on Boston Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.