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National Planning Corporation’s Vanguard Total Bond Market BND Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-25,405
Closed -$2.08M – 103
2017
Q3 		$2.08M Sell
25,405
-3,803
-13% -$312K 0.17% 131
2017
Q2 		$2.38M Buy
29,208
+5,033
+21% +$411K 0.18% 129
2017
Q1 		$1.96M Sell
24,175
-5,270
-18% -$426K 0.15% 154
2016
Q4 		$2.38M Sell
29,445
-50,935
-63% -$4.17M 0.18% 118
2016
Q3 		$6.68M Buy
80,380
+1,817
+2% +$153K 0.53% 40
2016
Q2 		$6.61M Buy
78,563
+1,633
+2% +$136K 0.51% 43
2016
Q1 		$6.39M Buy
76,930
+29,433
+62% +$2.41M 0.56% 35
2015
Q4 		$3.88M Buy
47,497
+10,400
+28% +$846K 0.32% 73
2015
Q3 		$3.02M Buy
37,097
+1,077
+3% +$87.8K 0.28% 77
2015
Q2 		$2.95M Sell
36,020
-4,526
-11% -$372K 0.26% 85
2015
Q1 		$3.33M Buy
40,546
+3,355
+9% +$279K 0.3% 75
2014
Q4 		$3.09M Buy
37,191
+11,694
+46% +$965K 0.22% 85
2014
Q3 		$2.09M Buy
25,497
+1,293
+5% +$106K 0.16% 120
2014
Q2 		$1.99M Buy
24,204
+413
+2% +$33.8K 0.16% 132
2014
Q1 		$1.92M Buy
23,791
+835
+4% +$67.6K 0.17% 128
2013
Q4 		$1.83M Sell
22,956
-23,851
-51% -$1.93M 0.16% 139
2013
Q3 		$3.76M Buy
46,807
+1,219
+3% +$98.1K 0.37% 63
2013
Q2 		$3.68M Buy
+45,588
New +$3.78M 0.46% 58

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
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
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
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

National Planning Corporation's BND Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard Total Bond Market (BND) in Q4 2017, closing a stake of 25,405 shares — an estimated $2.08M sold.

National Planning Corporation first reported a position in BND in Q2 2013 and held it in 18 quarters. The position peaked at $6.68M in Q3 2016. 667 funds tracked by Wall St. Rank hold BND as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard Total Bond Market position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 25,405 Vanguard Total Bond Market shares in Q4 2017, an estimated $2.08M.
  • National Planning Corporation first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Vanguard Total Bond Market position peaked at $6.68M in Q3 2016.
  • 667 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.