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FMA Advisory’s Vanguard Total Bond Market BND Stock Holding History

FMA Advisory’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
2015
Q2 		$8K Buy
+100
New +$8.22K 0.01% 293
2014
Q4 		$891K Buy
+10,822
New +$893K 0.31% 103

Other funds holding BND

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMA Advisory's BND Position: Q2 2015 in Review

FMA Advisory opened a new position in Vanguard Total Bond Market (BND) in Q2 2015: 100 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: FMA Advisory previously reported a position in BND as recently as Q4 2014.

FMA Advisory first reported a position in BND in Q4 2014 and has held it in 2 quarters since. The position peaked at $891K in Q4 2014. 436 funds tracked by Wall St. Rank hold BND as of Q2 2015.

  • FMA Advisory held 100 shares of Vanguard Total Bond Market worth $8K as of Q2 2015.
  • Vanguard Total Bond Market was a new FMA Advisory position in Q2 2015.
  • Vanguard Total Bond Market made up 0.01% of FMA Advisory's portfolio in Q2 2015, its #293 holding.
  • FMA Advisory first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 2 quarters since.
  • FMA Advisory's Vanguard Total Bond Market position peaked at $891K in Q4 2014.
  • 436 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.