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Sowell Financial Services’s FlexShares Core Select Bond Fund BNDC Stock Holding History

Sowell Financial Services’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
2024
Q4 		– Sell
-55,213
Closed -$1.26M – 512
2024
Q3 		$1.26M Buy
55,213
+10,772
+24% +$242K 0.06% 310
2024
Q2 		$973K Buy
44,441
+22,104
+99% +$481K 0.05% 332
2024
Q1 		$493K Buy
+22,337
New +$493K 0.02% 456
2022
Q4 		– Sell
-14,152
Closed -$308K – 522
2022
Q3 		$308K Buy
+14,152
New +$323K 0.03% 366
2022
Q1 		– Sell
-23,294
Closed -$606K – 203
2021
Q4 		$606K Buy
23,294
+1,085
+5% +$28.4K 0.03% 409
2021
Q3 		$583K Sell
22,209
-2,014
-8% -$53.4K 0.04% 373
2021
Q2 		$639K Buy
24,223
+4,599
+23% +$120K 0.04% 383
2021
Q1 		$514K Sell
19,624
-14,771
-43% -$390K 0.02% 631
2020
Q4 		$929K Buy
34,395
+29,529
+607% +$797K 0.04% 343
2020
Q3 		$131K Buy
+4,866
New +$132K 0.01% 880

Other funds holding BNDC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Sowell Financial Services's BNDC Position: Q4 2024 in Review

Sowell Financial Services sold out of FlexShares Core Select Bond Fund (BNDC) in Q4 2024, closing a stake of 55,213 shares — an estimated $1.26M sold.

Sowell Financial Services first reported a position in BNDC in Q3 2020 and held it in 10 quarters. The position peaked at $1.26M in Q3 2024. 27 funds tracked by Wall St. Rank hold BNDC as of Q4 2024.

  • Sowell Financial Services reported no remaining FlexShares Core Select Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 55,213 FlexShares Core Select Bond Fund shares in Q4 2024, an estimated $1.26M.
  • Sowell Financial Services first reported a position in FlexShares Core Select Bond Fund in Q3 2020 and held it in 10 quarters.
  • Sowell Financial Services's FlexShares Core Select Bond Fund position peaked at $1.26M in Q3 2024.
  • 27 funds tracked by Wall St. Rank held FlexShares Core Select Bond Fund as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.