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

Catamount 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
2015
Q3 		– Sell
-15
Closed -$1K – 145
2015
Q2 		$1K Hold
15
– – ﹤0.01% 175
2015
Q1 		$1K Buy
+15
New +$1.25K ﹤0.01% 145

Other funds holding BND

Jones Financial Companies
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WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Catamount Wealth Management's BND Position: Q3 2015 in Review

Catamount Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2015, closing a stake of 15 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in BND in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 435 funds tracked by Wall St. Rank hold BND as of Q3 2015.

  • Catamount Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 15 Vanguard Total Bond Market shares in Q3 2015, an estimated $1K.
  • Catamount Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's Vanguard Total Bond Market position peaked at $1K in Q2 2015.
  • 435 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.