Fiduciary Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Fiduciary Wealth Partners’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	$379K	Buy	4,624 +12	+0.3%	+$984	0.51%	6
2017 Q2	$377K	Buy	4,612 +11	+0.2%	+$898	0.46%	8
2017 Q1	$373K	Sell	4,601 -18,137	-80%	-$1.47M	0.38%	8
2016 Q4	$1.84M	Sell	22,738 -260	-1%	-$21.3K	1.86%	7
2016 Q3	$1.94M	Buy	22,998 +8	+0%	+$673	1.93%	7
2016 Q2	$1.94M	Hold	22,990	–	–	2.06%	7
2016 Q1	$1.9M	Sell	22,990 -985	-4%	-$80.6K	2%	7
2015 Q4	$1.94M	Buy	+23,975	New	+$1.95M	1.69%	7

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Fiduciary Wealth Partners's BND Position: Q3 2017 in Review

Fiduciary Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 0.26% in Q3 2017, buying an estimated $984 and bringing the position to 4,624 shares worth $379K. The position accounts for 0.51% of the portfolio, ranked #6.

Fiduciary Wealth Partners first reported a position in BND in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.94M in Q2 2016. 582 funds tracked by Wall St. Rank hold BND as of Q3 2017.

Fiduciary Wealth Partners held 4,624 shares of Vanguard Total Bond Market worth $379K as of Q3 2017.
Fiduciary Wealth Partners bought 12 Vanguard Total Bond Market shares in Q3 2017, an estimated $984.
Vanguard Total Bond Market made up 0.51% of Fiduciary Wealth Partners's portfolio in Q3 2017, its #6 holding.
Fiduciary Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 8 quarters since.
Fiduciary Wealth Partners's Vanguard Total Bond Market position peaked at $1.94M in Q2 2016.
582 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2017.

Based on Fiduciary Wealth Partners's 13F filing for Q3 2017, filed 13 Nov 2017.