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Efficient Market Advisors’s Vanguard Total Bond Market BND Stock Holding History

Efficient Market 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
2017
Q1 		$2.63M Buy
32,411
+3,135
+11% +$254K 0.36% 25
2016
Q4 		$2.37M Buy
29,276
+4,728
+19% +$387K 0.35% 27
2016
Q3 		$2.06M Buy
24,548
+4,195
+21% +$353K 0.32% 25
2016
Q2 		$1.72M Buy
20,353
+2,534
+14% +$211K 0.28% 28
2016
Q1 		$1.48M Buy
17,819
+4,992
+39% +$408K 0.26% 32
2015
Q4 		$1.04M Sell
12,827
-388
-3% -$31.6K 0.22% 41
2015
Q3 		$1.08M Sell
13,215
-1,780
-12% -$145K 0.26% 32
2015
Q2 		$1.22M Sell
14,995
-155
-1% -$12.7K 0.28% 31
2015
Q1 		$1.26M Buy
15,150
+1,177
+8% +$97.9K 0.29% 31
2014
Q4 		$1.15M Buy
13,973
+214
+2% +$17.7K 0.28% 30
2014
Q3 		$1.13M Buy
13,759
+824
+6% +$67.6K 0.3% 27
2014
Q2 		$1.06M Buy
12,935
+1,801
+16% +$147K 0.27% 27
2014
Q1 		$904K Buy
11,134
+1,342
+14% +$109K 0.24% 29
2013
Q4 		$784K Buy
9,792
+1,507
+18% +$122K 0.23% 29
2013
Q3 		$670K Buy
8,285
+1,149
+16% +$92.4K 0.22% 31
2013
Q2 		$577K Buy
+7,136
New +$592K 0.21% 30

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Efficient Market Advisors's BND Position: Q1 2017 in Review

Efficient Market Advisors increased its Vanguard Total Bond Market (BND) stake by 11% in Q1 2017, buying an estimated $254K and bringing the position to 32,411 shares worth $2.63M. The position accounts for 0.36% of the portfolio, ranked #25.

Efficient Market Advisors first reported a position in BND in Q2 2013 and has held it in 16 quarters since. 566 funds tracked by Wall St. Rank hold BND as of Q1 2017.

  • Efficient Market Advisors held 32,411 shares of Vanguard Total Bond Market worth $2.63M as of Q1 2017.
  • Efficient Market Advisors bought 3,135 Vanguard Total Bond Market shares in Q1 2017, an estimated $254K.
  • Vanguard Total Bond Market made up 0.36% of Efficient Market Advisors's portfolio in Q1 2017, its #25 holding.
  • Efficient Market Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 16 quarters since.
  • 566 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.