Guidant Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Guidant Wealth 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
2019 Q3	$142K	Buy	1,686 +1	+0.1%	+$84	0.05%	124
2019 Q2	$140K	Buy	1,685 +2	+0.1%	+$163	0.05%	124
2019 Q1	$137K	Buy	1,683 +1,084	+181%	+$86.6K	0.05%	125
2018 Q4	$47K	Buy	+599	New	+$46.8K	0.02%	136
2017 Q3	–	Sell	-811	Closed	-$65K	–	195
2017 Q2	$65K	Buy	811 +44	+6%	+$3.59K	0.03%	101
2017 Q1	$62K	Sell	767 -3,764	-83%	-$304K	0.03%	104
2016 Q4	$368K	Sell	4,531 -9,918	-69%	-$812K	0.21%	54
2016 Q3	$1.21M	Buy	+14,449	New	+$1.22M	0.74%	37

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Guidant Wealth Advisors's BND Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 0.06% in Q3 2019, buying an estimated $84 and bringing the position to 1,686 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #124.

Guidant Wealth Advisors first reported a position in BND in Q3 2016 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2016. 773 funds tracked by Wall St. Rank hold BND as of Q3 2019.

Guidant Wealth Advisors held 1,686 shares of Vanguard Total Bond Market worth $142K as of Q3 2019.
Guidant Wealth Advisors bought 1 Vanguard Total Bond Market share in Q3 2019, an estimated $84.
Vanguard Total Bond Market made up 0.05% of Guidant Wealth Advisors's portfolio in Q3 2019, its #124 holding.
Guidant Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's Vanguard Total Bond Market position peaked at $1.21M in Q3 2016.
773 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.