Braver Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Braver Wealth 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	$519K	Sell	6,420 -107	-2%	-$8.76K	0.08%	113
2016 Q3	$549K	Sell	6,527 -3,652	-36%	-$307K	0.09%	106
2016 Q2	$858K	Sell	10,179 -5,900	-37%	-$490K	0.15%	79
2016 Q1	$1.33M	Sell	16,079 -712	-4%	-$58.2K	0.22%	77
2015 Q4	$1.36M	Buy	16,791 +9,575	+133%	+$779K	0.28%	61
2015 Q3	$591K	Sell	7,216 -2,362	-25%	-$193K	0.15%	61
2015 Q2	$778K	Sell	9,578 -76	-0.8%	-$6.25K	0.19%	64
2015 Q1	$805K	Sell	9,654 -2,864	-23%	-$238K	0.17%	67
2014 Q4	$1.03M	Buy	12,518 +2,331	+23%	+$192K	0.21%	57
2014 Q3	$835K	Sell	10,187 -2,387	-19%	-$196K	0.25%	57
2014 Q2	$1.03M	Buy	12,574 +149	+1%	+$12.2K	0.27%	58
2014 Q1	$1.01M	Sell	12,425 -9,092	-42%	-$736K	0.29%	50
2013 Q4	$1.72M	Sell	21,517 -245	-1%	-$19.8K	0.6%	29
2013 Q3	$1.76M	Buy	21,762 +18,190	+509%	+$1.46M	0.61%	28
2013 Q2	$289K	Buy	+3,572	New	+$296K	0.13%	59

Other funds holding BND

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Braver Wealth Management's BND Position: Q4 2016 in Review

Braver Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 1.6% in Q4 2016, selling an estimated $8.76K and leaving 6,420 shares worth $519K. The position accounts for 0.08% of the portfolio, ranked #113.

Braver Wealth Management first reported a position in BND in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.76M in Q3 2013. 571 funds tracked by Wall St. Rank hold BND as of Q4 2016.

Braver Wealth Management held 6,420 shares of Vanguard Total Bond Market worth $519K as of Q4 2016.
Braver Wealth Management sold 107 Vanguard Total Bond Market shares in Q4 2016, an estimated $8.76K.
Vanguard Total Bond Market made up 0.08% of Braver Wealth Management's portfolio in Q4 2016, its #113 holding.
Braver Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's Vanguard Total Bond Market position peaked at $1.76M in Q3 2013.
571 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.