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KCS Wealth Advisory’s Vanguard Total Bond Market BND Stock Holding History

KCS Wealth 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
-9
Closed -$760 – 178
2019
Q3 		$760 Buy
+9
New +$754 ﹤0.01% 438

Other funds holding BND

Jones Financial Companies
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Northwestern Mutual Wealth Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

KCS Wealth Advisory's BND Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Vanguard Total Bond Market (BND) in Q4 2019, closing a stake of 9 shares — an estimated $760 sold.

KCS Wealth Advisory first reported a position in BND in Q3 2019 and held it in 1 quarter. The position peaked at $760 in Q3 2019. 879 funds tracked by Wall St. Rank hold BND as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Vanguard Total Bond Market position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 9 Vanguard Total Bond Market shares in Q4 2019, an estimated $760.
  • KCS Wealth Advisory first reported a position in Vanguard Total Bond Market in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Vanguard Total Bond Market position peaked at $760 in Q3 2019.
  • 879 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.