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Mariner Wealth Advisors (Madison)’s Vanguard Total Bond Market BND Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$11K Hold
130
– – ﹤0.01% 135
2013
Q2 		$11K Buy
+130
New +$10.8K ﹤0.01% 103

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s BND Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Vanguard Total Bond Market (BND) position steady in Q3 2013 at 130 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Mariner Wealth Advisors (Madison) first reported a position in BND in Q2 2013 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold BND as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 130 shares of Vanguard Total Bond Market worth $11K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Vanguard Total Bond Market share count unchanged in Q3 2013.
  • Vanguard Total Bond Market made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #135 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.