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Noven Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Noven Financial Group’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
-2,765
Closed -$227K – 34
2017
Q3 		$227K Sell
2,765
-794
-22% -$65.1K 0.14% 27
2017
Q2 		$291K Sell
3,559
-223
-6% -$18.2K 0.19% 27
2017
Q1 		$307K Sell
3,782
-250
-6% -$20.2K 0.2% 26
2016
Q4 		$326K Sell
4,032
-4,774
-54% -$391K 0.22% 25
2016
Q3 		$742K Buy
8,806
+4,494
+104% +$378K 0.26% 27
2016
Q2 		$364K Buy
4,312
+110
+3% +$9.14K 0.25% 25
2016
Q1 		$348K Buy
4,202
+856
+26% +$70K 0.25% 27
2015
Q4 		$270K Buy
3,346
+258
+8% +$21K 0.21% 35
2015
Q3 		$253K Sell
3,088
-99
-3% -$8.07K 0.2% 32
2015
Q2 		$259K Buy
3,187
+386
+14% +$31.7K 0.19% 33
2015
Q1 		$234K Buy
+2,801
New +$233K 0.17% 33

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

Noven Financial Group's BND Position: Q4 2017 in Review

Noven Financial Group sold out of Vanguard Total Bond Market (BND) in Q4 2017, closing a stake of 2,765 shares — an estimated $227K sold.

Noven Financial Group first reported a position in BND in Q1 2015 and held it in 11 quarters. The position peaked at $742K in Q3 2016. 667 funds tracked by Wall St. Rank hold BND as of Q4 2017.

  • Noven Financial Group reported no remaining Vanguard Total Bond Market position as of Q4 2017 after selling out during the quarter.
  • Noven Financial Group sold 2,765 Vanguard Total Bond Market shares in Q4 2017, an estimated $227K.
  • Noven Financial Group first reported a position in Vanguard Total Bond Market in Q1 2015 and held it in 11 quarters.
  • Noven Financial Group's Vanguard Total Bond Market position peaked at $742K in Q3 2016.
  • 667 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2017.

Based on Noven Financial Group's 13F filing for Q4 2017, filed 14 Feb 2018.