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Personal Financial Consultants’s Vanguard Total Bond Market BND Stock Holding History

Personal Financial Consultants’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
2019
Q2 		$10.6M Buy
127,078
+905
+0.7% +$73.7K 7.93% 5
2019
Q1 		$10.2M Buy
126,173
+12,754
+11% +$1.02M 7.86% 5
2018
Q4 		$8.98M Sell
113,419
-11,084
-9% -$866K 7.59% 4
2018
Q3 		$9.8M Buy
+124,503
New +$9.84M 7.14% 4

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Personal Financial Consultants's BND Position: Q2 2019 in Review

Personal Financial Consultants increased its Vanguard Total Bond Market (BND) stake by 0.72% in Q2 2019, buying an estimated $73.7K and bringing the position to 127,078 shares worth $10.6M. The position accounts for 7.93% of the portfolio, ranked #5.

Personal Financial Consultants first reported a position in BND in Q3 2018 and has held it in 4 quarters since. 755 funds tracked by Wall St. Rank hold BND as of Q2 2019.

  • Personal Financial Consultants held 127,078 shares of Vanguard Total Bond Market worth $10.6M as of Q2 2019.
  • Personal Financial Consultants bought 905 Vanguard Total Bond Market shares in Q2 2019, an estimated $73.7K.
  • Vanguard Total Bond Market made up 7.93% of Personal Financial Consultants's portfolio in Q2 2019, its #5 holding.
  • Personal Financial Consultants first reported a position in Vanguard Total Bond Market in Q3 2018 and has held it in 4 quarters since.
  • 755 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.