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HL Financial Services’s Vanguard Total Bond Market BND Stock Holding History

HL Financial Services’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
Q1 		$5.07M Buy
62,451
+1,680
+3% +$134K 0.08% 157
2018
Q4 		$4.81M Buy
60,771
+12,860
+27% +$1.01M 0.08% 150
2018
Q3 		$3.77M Buy
47,911
+3,598
+8% +$284K 0.06% 203
2018
Q2 		$3.51M Buy
44,313
+4,005
+10% +$317K 0.06% 196
2018
Q1 		$3.22M Buy
+40,308
New +$3.23M 0.06% 202
2017
Q4 		– Sell
-12,340
Closed -$1.01M – 612
2017
Q3 		$1.01M Buy
12,340
+3,873
+46% +$318K 0.02% 354
2017
Q2 		$693K Buy
8,467
+1,761
+26% +$144K 0.01% 405
2017
Q1 		$544K Buy
6,706
+3,676
+121% +$297K 0.01% 439
2016
Q4 		$245K Buy
3,030
+267
+10% +$21.9K 0.01% 600
2016
Q3 		$232K Sell
2,763
-100
-3% -$8.42K 0.01% 596
2016
Q2 		$241K Hold
2,863
– – 0.01% 584
2016
Q1 		$237K Sell
2,863
-656
-19% -$53.7K 0.01% 576
2015
Q4 		$284K Buy
3,519
+656
+23% +$53.4K 0.01% 546
2015
Q3 		$235K Sell
2,863
-740
-21% -$60.3K 0.01% 561
2015
Q2 		$293K Sell
3,603
-2,592
-42% -$213K 0.01% 572
2015
Q1 		$516K Sell
6,195
-174
-3% -$14.5K 0.01% 451
2014
Q4 		$525K Buy
6,369
+231
+4% +$19.1K 0.01% 423
2014
Q3 		$503K Buy
6,138
+560
+10% +$45.9K 0.01% 414
2014
Q2 		$459K Sell
5,578
-1,083
-16% -$88.5K 0.01% 438
2014
Q1 		$541K Buy
6,661
+210
+3% +$17K 0.02% 381
2013
Q4 		$516K Sell
6,451
-700
-10% -$56.5K 0.02% 376
2013
Q3 		$578K Hold
7,151
– – 0.02% 324
2013
Q2 		$578K Buy
+7,151
New +$593K 0.02% 302

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HL Financial Services's BND Position: Q1 2019 in Review

HL Financial Services increased its Vanguard Total Bond Market (BND) stake by 2.8% in Q1 2019, buying an estimated $134K and bringing the position to 62,451 shares worth $5.07M. The position accounts for 0.08% of the portfolio, ranked #157.

HL Financial Services first reported a position in BND in Q2 2013 and has held it in 23 quarters since. 748 funds tracked by Wall St. Rank hold BND as of Q1 2019.

  • HL Financial Services held 62,451 shares of Vanguard Total Bond Market worth $5.07M as of Q1 2019.
  • HL Financial Services bought 1,680 Vanguard Total Bond Market shares in Q1 2019, an estimated $134K.
  • Vanguard Total Bond Market made up 0.08% of HL Financial Services's portfolio in Q1 2019, its #157 holding.
  • HL Financial Services first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 23 quarters since.
  • 748 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.