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Independent Portfolio Consultants’s Vanguard Total Bond Market BND Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$5K Sell
55
-75
-58% -$6.13K ﹤0.01% 763
2017
Q1 		$11K Sell
130
-2,300
-95% -$186K ﹤0.01% 736
2016
Q4 		$196K Sell
2,430
-80
-3% -$6.55K 0.06% 322
2016
Q3 		$211K Sell
2,510
-350
-12% -$29.5K 0.07% 314
2016
Q2 		$241K Sell
2,860
-85
-3% -$7.06K 0.08% 296
2016
Q1 		$244K Sell
2,945
-680
-19% -$55.6K 0.07% 310
2015
Q4 		$293K Sell
3,625
-55
-1% -$4.48K 0.09% 282
2015
Q3 		$302K Buy
3,680
+405
+12% +$33K 0.07% 302
2015
Q2 		$266K Sell
3,275
-40
-1% -$3.29K 0.05% 322
2015
Q1 		$276K Sell
3,315
-660
-17% -$54.9K 0.06% 306
2014
Q4 		$327K Hold
3,975
– – 0.07% 299
2014
Q3 		$326K Buy
3,975
+65
+2% +$5.33K 0.09% 379
2014
Q2 		$321K Buy
3,910
+560
+17% +$45.8K 0.09% 362
2014
Q1 		$271K Buy
+3,350
New +$271K 0.09% 387

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Independent Portfolio Consultants's BND Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Vanguard Total Bond Market (BND) stake by 58% in Q2 2017, selling an estimated $6.13K and leaving 55 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Independent Portfolio Consultants first reported a position in BND in Q1 2014 and has held it in 14 quarters since. The position peaked at $327K in Q4 2014. 570 funds tracked by Wall St. Rank hold BND as of Q2 2017.

  • Independent Portfolio Consultants held 55 shares of Vanguard Total Bond Market worth $5K as of Q2 2017.
  • Independent Portfolio Consultants sold 75 Vanguard Total Bond Market shares in Q2 2017, an estimated $6.13K.
  • Vanguard Total Bond Market made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #763 holding.
  • Independent Portfolio Consultants first reported a position in Vanguard Total Bond Market in Q1 2014 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's Vanguard Total Bond Market position peaked at $327K in Q4 2014.
  • 570 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.