Polaris Wealth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-1,624	Closed	-$128K	–	178
2018 Q3	$128K	Buy	1,624 +547	+51%	+$43.2K	0.01%	178
2018 Q2	$86K	Hold	1,077	–	–	0.01%	113
2018 Q1	$86K	Buy	+1,077	New	+$86.2K	0.01%	177
2014 Q2	–	Sell	-1,599	Closed	-$130K	–	81
2014 Q1	$130K	Sell	1,599 -96	-6%	-$7.78K	0.03%	80
2013 Q4	$136K	Hold	1,695	–	–	0.03%	83
2013 Q3	$137K	Buy	1,695 +540	+47%	+$43.4K	0.04%	62
2013 Q2	$93.4K	Buy	+1,155	New	+$95.8K	0.04%	68

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Polaris Wealth Advisory Group's BND Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Total Bond Market (BND) in Q4 2018, closing a stake of 1,624 shares — an estimated $128K sold.

Polaris Wealth Advisory Group first reported a position in BND in Q2 2013 and held it in 7 quarters. The position peaked at $137K in Q3 2013. 711 funds tracked by Wall St. Rank hold BND as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Total Bond Market position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,624 Vanguard Total Bond Market shares in Q4 2018, an estimated $128K.
Polaris Wealth Advisory Group first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 7 quarters.
Polaris Wealth Advisory Group's Vanguard Total Bond Market position peaked at $137K in Q3 2013.
711 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.