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

Concert 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
2017
Q3 		– Sell
-2,429
Closed -$201K – 35
2017
Q2 		$201K Sell
2,429
-959
-28% -$78.3K 0.2% 142
2017
Q1 		$274K Buy
3,388
+296
+10% +$23.9K 0.06% 368
2016
Q4 		$250K Sell
3,092
-12,088
-80% -$990K 0.06% 402
2016
Q3 		$1.28M Sell
15,180
-5,894
-28% -$496K 0.16% 164
2016
Q2 		$1.78M Sell
21,074
-44,290
-68% -$3.68M 0.24% 110
2016
Q1 		$5.42M Buy
65,364
+44
+0.1% +$3.6K 0.73% 20
2015
Q4 		$5.28M Buy
65,320
+746
+1% +$60.7K 0.7% 23
2015
Q3 		$5.28M Buy
64,574
+18,473
+40% +$1.51M 0.72% 23
2015
Q2 		$3.75M Buy
46,101
+35,137
+320% +$2.89M 0.48% 36
2015
Q1 		$383K Buy
10,964
+4,694
+75% +$390K 0.11% 251
2014
Q4 		$517K Buy
6,270
+227
+4% +$18.7K 0.08% 314
2014
Q3 		$497K Sell
6,043
-1,549
-20% -$127K 0.07% 264
2014
Q2 		$606K Sell
7,592
-1,385
-15% -$113K 0.07% 234
2014
Q1 		$726K Sell
8,977
-892
-9% -$72.2K 0.09% 195
2013
Q4 		$790K Buy
9,869
+2,017
+26% +$163K 0.1% 180
2013
Q3 		$632K Sell
7,852
-209
-3% -$16.8K 0.09% 201
2013
Q2 		$648K Buy
+8,061
New +$668K 0.1% 180

Other funds holding BND

Jones Financial Companies
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's BND Position: Q3 2017 in Review

Concert Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2017, closing a stake of 2,429 shares — an estimated $201K sold.

Concert Wealth Management first reported a position in BND in Q2 2013 and held it in 17 quarters. The position peaked at $5.42M in Q1 2016. 582 funds tracked by Wall St. Rank hold BND as of Q3 2017.

  • Concert Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,429 Vanguard Total Bond Market shares in Q3 2017, an estimated $201K.
  • Concert Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Vanguard Total Bond Market position peaked at $5.42M in Q1 2016.
  • 582 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.