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Kelman-Lazarov Inc’s Vanguard Total Bond Market BND Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-770
Closed -$62.2K – 118
2016
Q4 		$62.2K Buy
770
+659
+594% +$54K 0.04% 154
2016
Q3 		$9.28K Hold
111
– – 0.01% 303
2016
Q2 		$9.37K Buy
+111
New +$9.22K 0.01% 288

Other funds holding BND

Jones Financial Companies
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kelman-Lazarov Inc's BND Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Vanguard Total Bond Market (BND) in Q1 2017, closing a stake of 770 shares — an estimated $62.2K sold.

Kelman-Lazarov Inc first reported a position in BND in Q2 2016 and held it in 3 quarters. The position peaked at $62.2K in Q4 2016. 565 funds tracked by Wall St. Rank hold BND as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Vanguard Total Bond Market position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 770 Vanguard Total Bond Market shares in Q1 2017, an estimated $62.2K.
  • Kelman-Lazarov Inc first reported a position in Vanguard Total Bond Market in Q2 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Vanguard Total Bond Market position peaked at $62.2K in Q4 2016.
  • 565 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.