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INR Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

INR Advisory 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 		$114M Buy
1,410,391
+38,235
+3% +$3.05M 14.56% 4
2018
Q4 		$109M Buy
1,372,156
+5,523
+0.4% +$432K 15.56% 4
2018
Q3 		$108M Buy
1,366,633
+12,326
+0.9% +$974K 14.48% 4
2018
Q2 		$107M Buy
1,354,307
+5,297
+0.4% +$419K 14.75% 4
2018
Q1 		$108M Buy
1,349,010
+48,797
+4% +$3.91M 14.83% 4
2017
Q4 		$106M Buy
1,300,213
+97,830
+8% +$7.99M 14.49% 4
2017
Q3 		$98.5M Buy
1,202,383
+26,532
+2% +$2.18M 14.61% 4
2017
Q2 		$96.2M Sell
1,175,851
-167,433
-12% -$13.7M 14.74% 4
2017
Q1 		$109M Buy
1,343,284
+62,278
+5% +$5.04M 17.34% 4
2016
Q4 		$103M Buy
1,281,006
+86,742
+7% +$7.1M 17.26% 4
2016
Q3 		$100M Buy
1,194,264
+229,116
+24% +$19.3M 17.69% 2
2016
Q2 		$81.4M Buy
965,148
+46,447
+5% +$3.86M 15.04% 4
2016
Q1 		$76.1M Sell
918,701
-47,047
-5% -$3.85M 14.1% 5
2015
Q4 		$78M Buy
965,748
+29,278
+3% +$2.38M 14.8% 4
2015
Q3 		$76.7M Buy
936,470
+448
+0% +$36.5K 15.92% 4
2015
Q2 		$76.1M Sell
936,022
-46,986
-5% -$3.86M 14.88% 4
2015
Q1 		$82M Buy
983,008
+67,052
+7% +$5.58M 14.41% 4
2014
Q4 		$75.4M Buy
915,956
+54,875
+6% +$4.53M 14.44% 4
2014
Q3 		$70.5M Buy
861,081
+25,658
+3% +$2.1M 14.57% 4
2014
Q2 		$68.7M Buy
835,423
+61,835
+8% +$5.05M 14.08% 4
2014
Q1 		$62.8M Buy
773,588
+68,145
+10% +$5.52M 14.04% 4
2013
Q4 		$56.5M Buy
705,443
+70,882
+11% +$5.72M 13.08% 4
2013
Q3 		$51.3M Sell
634,561
-35,755
-5% -$2.88M 13.53% 4
2013
Q2 		$54.2M Buy
+670,316
New +$55.6M 14.85% 3

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

INR Advisory Services's BND Position: Q1 2019 in Review

INR Advisory Services increased its Vanguard Total Bond Market (BND) stake by 2.8% in Q1 2019, buying an estimated $3.05M and bringing the position to 1,410,391 shares worth $114M. The position accounts for 14.56% of the portfolio, ranked #4.

INR Advisory Services first reported a position in BND in Q2 2013 and has held it in 24 quarters since. 749 funds tracked by Wall St. Rank hold BND as of Q1 2019.

  • INR Advisory Services held 1,410,391 shares of Vanguard Total Bond Market worth $114M as of Q1 2019.
  • INR Advisory Services bought 38,235 Vanguard Total Bond Market shares in Q1 2019, an estimated $3.05M.
  • Vanguard Total Bond Market made up 14.56% of INR Advisory Services's portfolio in Q1 2019, its #4 holding.
  • INR Advisory Services first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 24 quarters since.
  • 749 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.