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EP Wealth Advisors’s FlexShares Core Select Bond Fund BNDC Stock Holding History

EP Wealth Advisors’s Portfolio BNDC Stock Details BNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,455
Closed -$271K – 1296
2024
Q4 		$271K Buy
+12,455
New +$276K ﹤0.01% 920

Other funds holding BNDC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EP Wealth Advisors's BNDC Position: Q1 2025 in Review

EP Wealth Advisors sold out of FlexShares Core Select Bond Fund (BNDC) in Q1 2025, closing a stake of 12,455 shares — an estimated $271K sold.

EP Wealth Advisors first reported a position in BNDC in Q4 2024 and held it in 1 quarter. The position peaked at $271K in Q4 2024. 28 funds tracked by Wall St. Rank hold BNDC as of Q1 2025.

  • EP Wealth Advisors reported no remaining FlexShares Core Select Bond Fund position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 12,455 FlexShares Core Select Bond Fund shares in Q1 2025, an estimated $271K.
  • EP Wealth Advisors first reported a position in FlexShares Core Select Bond Fund in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's FlexShares Core Select Bond Fund position peaked at $271K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held FlexShares Core Select Bond Fund as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.