HC Financial Advisors’s FlexShares Core Select Bond Fund BNDC Stock Holding History

HC Financial 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
2022 Q2	$609K	Buy	26,531 +4,440	+20%	+$103K	0.41%	63
2022 Q1	$538K	Sell	22,091 -3,065	-12%	-$76.8K	0.32%	69
2021 Q4	$655K	Sell	25,156 -349	-1%	-$9.13K	0.36%	62
2021 Q3	$669K	Buy	25,505 +3,555	+16%	+$94.2K	0.4%	60
2021 Q2	$579K	Buy	21,950 +6,073	+38%	+$159K	0.34%	64
2021 Q1	$412K	Buy	15,877 +6,889	+77%	+$182K	0.25%	66
2020 Q4	$243K	Buy	+8,988	New	+$242K	0.16%	69

Other funds holding BNDC

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

HC Financial Advisors's BNDC Position: Q2 2022 in Review

HC Financial Advisors increased its FlexShares Core Select Bond Fund (BNDC) stake by 20% in Q2 2022, buying an estimated $103K and bringing the position to 26,531 shares worth $609K. The position accounts for 0.41% of the portfolio, ranked #63.

HC Financial Advisors first reported a position in BNDC in Q4 2020 and has held it in 7 quarters since. The position peaked at $669K in Q3 2021. 23 funds tracked by Wall St. Rank hold BNDC as of Q2 2022.

HC Financial Advisors held 26,531 shares of FlexShares Core Select Bond Fund worth $609K as of Q2 2022.
HC Financial Advisors bought 4,440 FlexShares Core Select Bond Fund shares in Q2 2022, an estimated $103K.
FlexShares Core Select Bond Fund made up 0.41% of HC Financial Advisors's portfolio in Q2 2022, its #63 holding.
HC Financial Advisors first reported a position in FlexShares Core Select Bond Fund in Q4 2020 and has held it in 7 quarters since.
HC Financial Advisors's FlexShares Core Select Bond Fund position peaked at $669K in Q3 2021.
23 funds tracked by Wall St. Rank held FlexShares Core Select Bond Fund as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.