Kays Financial Advisory’s Vanguard Total Bond Market BND Stock Holding History

Kays Financial Advisory’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 Q4	–	Sell	-2,448	Closed	-$207K	–	102
2019 Q3	$207K	Buy	2,448 +17	+0.7%	+$1.43K	0.04%	106
2019 Q2	$202K	Buy	+2,431	New	+$198K	0.04%	108
2016 Q4	–	Sell	-2,424	Closed	-$204K	–	71
2016 Q3	$204K	Hold	2,424	–	–	0.09%	59
2016 Q2	$204K	Hold	2,424	–	–	0.09%	60
2016 Q1	$201K	Buy	+2,424	New	+$198K	0.1%	62
2015 Q2	–	Sell	-2,424	Closed	-$202K	–	63
2015 Q1	$202K	Buy	+2,424	New	+$202K	0.12%	62

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Kays Financial Advisory's BND Position: Q4 2019 in Review

Kays Financial Advisory sold out of Vanguard Total Bond Market (BND) in Q4 2019, closing a stake of 2,448 shares — an estimated $207K sold.

Kays Financial Advisory first reported a position in BND in Q1 2015 and held it in 6 quarters. The position peaked at $207K in Q3 2019. 879 funds tracked by Wall St. Rank hold BND as of Q4 2019.

Kays Financial Advisory reported no remaining Vanguard Total Bond Market position as of Q4 2019 after selling out during the quarter.
Kays Financial Advisory sold 2,448 Vanguard Total Bond Market shares in Q4 2019, an estimated $207K.
Kays Financial Advisory first reported a position in Vanguard Total Bond Market in Q1 2015 and held it in 6 quarters.
Kays Financial Advisory's Vanguard Total Bond Market position peaked at $207K in Q3 2019.
879 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.