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Spruce Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Spruce Investment Advisors’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
Q2 		– Sell
-2,355
Closed -$191K – 39
2017
Q1 		$191K Sell
2,355
-228
-9% -$18.4K 0.22% 37
2016
Q4 		$209K Sell
2,583
-57,343
-96% -$4.7M 0.16% 28
2016
Q3 		$5.04M Sell
59,926
-10,098
-14% -$850K 3.17% 10
2016
Q2 		$5.9M Sell
70,024
-17,016
-20% -$1.41M 3.36% 10
2016
Q1 		$7.21M Buy
87,040
+79,454
+1,047% +$6.5M 4.44% 10
2015
Q4 		$613K Hold
7,586
– – 0.45% 24
2015
Q3 		$622K Hold
7,586
– – 0.19% 27
2015
Q2 		$616K Sell
7,586
-4,393
-37% -$361K 0.17% 30
2015
Q1 		$999K Buy
11,979
+3,551
+42% +$295K 0.26% 28
2014
Q4 		$694K Sell
8,428
-61
-0.7% -$5.03K 0.19% 26
2014
Q3 		$696K Sell
8,489
-4,196
-33% -$344K 0.18% 23
2014
Q2 		$1.04M Hold
12,685
– – 0.32% 16
2014
Q1 		$1.03M Sell
12,685
-15,770
-55% -$1.28M 0.4% 10
2013
Q4 		$2.28M Sell
28,455
-177,369
-86% -$14.3M 1.04% 8
2013
Q3 		$16.6M Hold
205,824
– – 11.98% 2
2013
Q2 		$16.6M Buy
+205,824
New +$17.1M 20.37% 2

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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Spruce Investment Advisors's BND Position: Q2 2017 in Review

Spruce Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2017, closing a stake of 2,355 shares — an estimated $191K sold.

Spruce Investment Advisors first reported a position in BND in Q2 2013 and held it in 16 quarters. The position peaked at $16.6M in Q3 2013. 569 funds tracked by Wall St. Rank hold BND as of Q2 2017.

  • Spruce Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2017 after selling out during the quarter.
  • Spruce Investment Advisors sold 2,355 Vanguard Total Bond Market shares in Q2 2017, an estimated $191K.
  • Spruce Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 16 quarters.
  • Spruce Investment Advisors's Vanguard Total Bond Market position peaked at $16.6M in Q3 2013.
  • 569 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2017.

Based on Spruce Investment Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.