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FutureAdvisor’s Vanguard Total Bond Market BND Stock Holding History

FutureAdvisor’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
Q3 		$4.21M Buy
51,336
+22,609
+79% +$1.84M 0.68% 30
2015
Q2 		$2.32M Buy
28,727
+20,366
+244% +$1.67M 0.41% 32
2015
Q1 		$687K Buy
8,361
+5,554
+198% +$462K 0.16% 39
2014
Q4 		$230K Buy
+2,807
New +$232K 0.08% 50

Other funds holding BND

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
QI
QS Investors New York $8.47B AUM 30.71% 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

FutureAdvisor's BND Position: Q3 2015 in Review

FutureAdvisor increased its Vanguard Total Bond Market (BND) stake by 79% in Q3 2015, buying an estimated $1.84M and bringing the position to 51,336 shares worth $4.21M. The position accounts for 0.68% of the portfolio, ranked #30.

FutureAdvisor first reported a position in BND in Q4 2014 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold BND as of Q3 2015.

  • FutureAdvisor held 51,336 shares of Vanguard Total Bond Market worth $4.21M as of Q3 2015.
  • FutureAdvisor bought 22,609 Vanguard Total Bond Market shares in Q3 2015, an estimated $1.84M.
  • Vanguard Total Bond Market made up 0.68% of FutureAdvisor's portfolio in Q3 2015, its #30 holding.
  • FutureAdvisor first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.