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BNDC icon

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

Herold 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
2026
Q2 		$313K Sell
14,171
-10,698
-43% -$237K 0.06% 220
2026
Q1 		$553K Sell
24,869
-1,083
-4% -$24.3K 0.12% 169
2025
Q4 		$580K Sell
25,952
-7,310
-22% -$165K 0.13% 156
2025
Q3 		$748K Sell
33,262
-2,970
-8% -$66.2K 0.17% 137
2025
Q2 		$807K Buy
36,232
+6
+0% +$132 0.17% 133
2025
Q1 		$805K Sell
36,226
-11,725
-24% -$257K 0.18% 134
2024
Q4 		$1.04M Buy
47,951
+314
+0.7% +$6.96K 0.23% 115
2024
Q3 		$1.09M Buy
47,637
+2,426
+5% +$54.6K 0.24% 119
2024
Q2 		$990K Buy
45,211
+1,373
+3% +$29.9K 0.23% 125
2024
Q1 		$967K Sell
43,838
-2,147
-5% -$47.4K 0.23% 129
2023
Q4 		$1.03M Buy
45,985
+5,622
+14% +$121K 0.28% 102
2023
Q3 		$855K Buy
40,363
+6,700
+20% +$146K 0.26% 113
2023
Q2 		$745K Buy
33,663
+16,680
+98% +$372K 0.23% 118
2023
Q1 		$383K Buy
16,983
+3,887
+30% +$86.9K 0.13% 159
2022
Q4 		$287K Buy
+13,096
New +$287K 0.12% 160

Other funds holding BNDC

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Herold Advisors's BNDC Position: Q2 2026 in Review

Herold Advisors reduced its FlexShares Core Select Bond Fund (BNDC) stake by 43% in Q2 2026, selling an estimated $237K and leaving 14,171 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #220.

Herold Advisors first reported a position in BNDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2024. 32 funds tracked by Wall St. Rank hold BNDC as of Q2 2026.

  • Herold Advisors held 14,171 shares of FlexShares Core Select Bond Fund worth $313K as of Q2 2026.
  • Herold Advisors sold 10,698 FlexShares Core Select Bond Fund shares in Q2 2026, an estimated $237K.
  • FlexShares Core Select Bond Fund made up 0.06% of Herold Advisors's portfolio in Q2 2026, its #220 holding.
  • Herold Advisors first reported a position in FlexShares Core Select Bond Fund in Q4 2022 and has held it in 15 quarters since.
  • Herold Advisors's FlexShares Core Select Bond Fund position peaked at $1.09M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held FlexShares Core Select Bond Fund as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.