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

Investors Capital 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
2016 Q2	$1.03M	Buy	12,175 +900	+8%	+$74.8K	0.2%	148
2016 Q1	$933K	Buy	11,275 +479	+4%	+$39.2K	0.19%	157
2015 Q4	$871K	Sell	10,796 -329	-3%	-$26.8K	0.17%	177
2015 Q3	$911K	Buy	11,125 +1,084	+11%	+$88.3K	0.18%	151
2015 Q2	$815K	Sell	10,041 -234	-2%	-$19.2K	0.15%	197
2015 Q1	$856K	Buy	10,275 +559	+6%	+$46.5K	0.16%	185
2014 Q4	$800K	Sell	9,716 -115	-1%	-$9.48K	0.15%	188
2014 Q3	$805K	Buy	9,831 +245	+3%	+$20.1K	0.16%	189
2014 Q2	$788K	Buy	9,586 +105	+1%	+$8.58K	0.13%	247
2014 Q1	$769K	Buy	9,481 +790	+9%	+$64K	0.17%	183
2013 Q4	$695K	Sell	8,691 -3,739	-30%	-$302K	0.16%	187
2013 Q3	$1M	Buy	12,430 +648	+5%	+$52.1K	0.26%	107
2013 Q2	$952K	Buy	+11,782	New	+$977K	0.29%	92

Other funds holding BND

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investors Capital Advisory Services's BND Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Vanguard Total Bond Market (BND) stake by 8% in Q2 2016, buying an estimated $74.8K and bringing the position to 12,175 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #148.

Investors Capital Advisory Services first reported a position in BND in Q2 2013 and has held it in 13 quarters since. 509 funds tracked by Wall St. Rank hold BND as of Q2 2016.

Investors Capital Advisory Services held 12,175 shares of Vanguard Total Bond Market worth $1.03M as of Q2 2016.
Investors Capital Advisory Services bought 900 Vanguard Total Bond Market shares in Q2 2016, an estimated $74.8K.
Vanguard Total Bond Market made up 0.2% of Investors Capital Advisory Services's portfolio in Q2 2016, its #148 holding.
Investors Capital Advisory Services first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 13 quarters since.
509 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.