Cypress Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Cypress Wealth Advisors’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
2019 Q1	$508K	Buy	+9,100	New	+$727K	0.58%	50

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Cypress Wealth Advisors's BND Position: Q1 2019 in Review

Cypress Wealth Advisors opened a new position in Vanguard Total Bond Market (BND) in Q1 2019: 9,100 shares worth $508K. The stake represents 0.58% of the portfolio and ranks #50 among its holdings.

748 funds tracked by Wall St. Rank hold BND as of Q1 2019.

Cypress Wealth Advisors held 9,100 shares of Vanguard Total Bond Market worth $508K as of Q1 2019.
Vanguard Total Bond Market was a new Cypress Wealth Advisors position in Q1 2019.
Vanguard Total Bond Market made up 0.58% of Cypress Wealth Advisors's portfolio in Q1 2019, its #50 holding.
748 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.