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Marino Stram & Associates’s Vanguard Total Bond Market BND Stock Holding History

Marino Stram & Associates’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
2018
Q2 		– Sell
-957
Closed – – 480
2018
Q1 		$0 Buy
957
+193
+25% +$15.4K ﹤0.01% 463
2017
Q4 		$62K Buy
+764
New +$62.4K 0.06% 150

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marino Stram & Associates's BND Position: Q2 2018 in Review

Marino Stram & Associates sold out of Vanguard Total Bond Market (BND) in Q2 2018, closing a stake of 957 shares.

Marino Stram & Associates first reported a position in BND in Q4 2017 and held it in 2 quarters. The position peaked at $62K in Q4 2017. 660 funds tracked by Wall St. Rank hold BND as of Q2 2018.

  • Marino Stram & Associates reported no remaining Vanguard Total Bond Market position as of Q2 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 957 Vanguard Total Bond Market shares in Q2 2018.
  • Marino Stram & Associates first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 2 quarters.
  • Marino Stram & Associates's Vanguard Total Bond Market position peaked at $62K in Q4 2017.
  • 660 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2018.

Based on Marino Stram & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.