Patriot Financial Group Insurance Agency’s FlexShares Core Select Bond Fund BNDC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BNDC Stock Details BNDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$422K	Buy	19,095 +125	+0.7%	+$2.77K	0.04%	336
2026 Q1	$422K	Buy	+18,970	New	+$425K	0.02%	480
2022 Q3	–	Sell	-4,281	Closed	-$98K	–	589
2022 Q2	$98K	Buy	4,281 +198	+5%	+$4.61K	0.02%	550
2022 Q1	$99K	Buy	4,083 +1,061	+35%	+$26.6K	0.02%	590
2021 Q4	$79K	Buy	3,022 +17	+0.6%	+$445	0.01%	719
2021 Q3	$79K	Sell	3,005 -54	-2%	-$1.43K	0.01%	718
2021 Q2	$81K	Buy	3,059 +864	+39%	+$22.6K	0.01%	693
2021 Q1	$57K	Buy	+2,195	New	+$58K	0.01%	726

Other funds holding BNDC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BNDC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency increased its FlexShares Core Select Bond Fund (BNDC) stake by 0.66% in Q2 2026, buying an estimated $2.77K and bringing the position to 19,095 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #336.

Patriot Financial Group Insurance Agency first reported a position in BNDC in Q1 2021 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold BNDC as of Q2 2026.

Patriot Financial Group Insurance Agency held 19,095 shares of FlexShares Core Select Bond Fund worth $422K as of Q2 2026.
Patriot Financial Group Insurance Agency bought 125 FlexShares Core Select Bond Fund shares in Q2 2026, an estimated $2.77K.
FlexShares Core Select Bond Fund made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #336 holding.
Patriot Financial Group Insurance Agency first reported a position in FlexShares Core Select Bond Fund in Q1 2021 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held FlexShares Core Select Bond Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.