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Kelly Financial Services’s FlexShares Core Select Bond Fund BNDC Stock Holding History

Kelly Financial Services’s Portfolio BNDC Stock Details BNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-174
Closed -$3.89K – 805
2023
Q4 		$3.89K Hold
174
– – ﹤0.01% 503
2023
Q3 		$3.69K Hold
174
– – ﹤0.01% 486
2023
Q2 		$3.85K Sell
174
-5
-3% -$112 ﹤0.01% 482
2023
Q1 		$4.04K Buy
+179
New +$4K ﹤0.01% 457

Other funds holding BNDC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Kelly Financial Services's BNDC Position: Q1 2024 in Review

Kelly Financial Services sold out of FlexShares Core Select Bond Fund (BNDC) in Q1 2024, closing a stake of 174 shares — an estimated $3.89K sold.

Kelly Financial Services first reported a position in BNDC in Q1 2023 and held it in 4 quarters. The position peaked at $4.04K in Q1 2023. 27 funds tracked by Wall St. Rank hold BNDC as of Q1 2024.

  • Kelly Financial Services reported no remaining FlexShares Core Select Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Kelly Financial Services sold 174 FlexShares Core Select Bond Fund shares in Q1 2024, an estimated $3.89K.
  • Kelly Financial Services first reported a position in FlexShares Core Select Bond Fund in Q1 2023 and held it in 4 quarters.
  • Kelly Financial Services's FlexShares Core Select Bond Fund position peaked at $4.04K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held FlexShares Core Select Bond Fund as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.