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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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return