Boston Private Bank & Trust’s Vanguard Total Bond Market BND Stock Holding History

Boston Private Bank & Trust’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 Q1	$1.76M	Buy	21,082 +113	+0.5%	+$9.4K	0.08%	194
2014 Q4	$1.73M	Sell	20,969 -144	-0.7%	-$11.9K	0.08%	194
2014 Q3	$1.73M	Buy	21,113 +670	+3%	+$54.9K	0.08%	190
2014 Q2	$1.68M	Buy	20,443 +1,830	+10%	+$150K	0.08%	195
2014 Q1	$1.51M	Buy	18,613 +1,375	+8%	+$111K	0.08%	200
2013 Q4	$1.38M	Sell	17,238 -228	-1%	-$18.4K	0.07%	207
2013 Q3	$1.41M	Sell	17,466 -1,006	-5%	-$80.9K	0.08%	203
2013 Q2	$1.49M	Buy	+18,472	New	+$1.53M	0.09%	192

Other funds holding BND

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Private Bank & Trust's BND Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Vanguard Total Bond Market (BND) stake by 0.54% in Q1 2015, buying an estimated $9.4K and bringing the position to 21,082 shares worth $1.76M. The position accounts for 0.08% of the portfolio, ranked #194.

Boston Private Bank & Trust first reported a position in BND in Q2 2013 and has held it in 8 quarters since. 421 funds tracked by Wall St. Rank hold BND as of Q1 2015.

Boston Private Bank & Trust held 21,082 shares of Vanguard Total Bond Market worth $1.76M as of Q1 2015.
Boston Private Bank & Trust bought 113 Vanguard Total Bond Market shares in Q1 2015, an estimated $9.4K.
Vanguard Total Bond Market made up 0.08% of Boston Private Bank & Trust's portfolio in Q1 2015, its #194 holding.
Boston Private Bank & Trust first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 8 quarters since.
421 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.