Northwestern Mutual Investment Services’s Vanguard Total Bond Market BND Stock Holding History

Northwestern Mutual Investment Services’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
2016 Q1	–	Sell	-836,555	Closed	-$67.6M	–	8
2015 Q4	$67.6M	Buy	836,555 +73,592	+10%	+$5.99M	12.86%	3
2015 Q3	$62.5M	Buy	762,963 +66,417	+10%	+$5.41M	13.45%	3
2015 Q2	$56.6M	Buy	696,546 +175,384	+34%	+$14.4M	12.84%	3
2015 Q1	$43.4M	Buy	521,162 +48,535	+10%	+$4.04M	11.1%	3
2014 Q4	$38.9M	Buy	472,627 +57,867	+14%	+$4.77M	11.29%	3
2014 Q3	$34M	Buy	414,760 +44,403	+12%	+$3.64M	11.25%	3
2014 Q2	$30.5M	Buy	370,357 +35,115	+10%	+$2.87M	10.98%	3
2014 Q1	$27.2M	Buy	335,242 +36,726	+12%	+$2.97M	11.66%	3
2013 Q4	$23.9M	Buy	+298,516	New	+$24.1M	12.09%	3

Other funds holding BND

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwestern Mutual Investment Services's BND Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Vanguard Total Bond Market (BND) in Q1 2016, closing a stake of 836,555 shares — an estimated $67.6M sold.

Northwestern Mutual Investment Services first reported a position in BND in Q4 2013 and held it in 9 quarters. The position peaked at $67.6M in Q4 2015. 500 funds tracked by Wall St. Rank hold BND as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining Vanguard Total Bond Market position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 836,555 Vanguard Total Bond Market shares in Q1 2016, an estimated $67.6M.
Northwestern Mutual Investment Services first reported a position in Vanguard Total Bond Market in Q4 2013 and held it in 9 quarters.
Northwestern Mutual Investment Services's Vanguard Total Bond Market position peaked at $67.6M in Q4 2015.
500 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.