Stanford Investment Group’s Vanguard Total Bond Market BND Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-233,285	Closed	-$18.8M	–	36
2016 Q4	$18.8M	Sell	233,285 -30,829	-12%	-$2.53M	9.18%	3
2016 Q3	$22.2M	Buy	264,114 +15,637	+6%	+$1.32M	10.47%	3
2016 Q2	$20.9M	Buy	248,477 +112,233	+82%	+$9.33M	10.68%	3
2016 Q1	$11.3M	Buy	136,244 +44,150	+48%	+$3.61M	6.35%	4
2015 Q4	$7.44M	Buy	92,094 +18,301	+25%	+$1.49M	4.05%	8
2015 Q3	$6.05M	Buy	73,793 +2,124	+3%	+$173K	4.44%	5
2015 Q2	$5.82M	Buy	71,669 +18,553	+35%	+$1.53M	4.36%	6
2015 Q1	$4.43M	Buy	53,116 +11,175	+27%	+$929K	3.53%	6
2014 Q4	$3.46M	Buy	+41,941	New	+$3.46M	2.89%	8

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Stanford Investment Group's BND Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Total Bond Market (BND) in Q1 2017, closing a stake of 233,285 shares — an estimated $18.8M sold.

Stanford Investment Group first reported a position in BND in Q4 2014 and held it in 9 quarters. The position peaked at $22.2M in Q3 2016. 566 funds tracked by Wall St. Rank hold BND as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Total Bond Market position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 233,285 Vanguard Total Bond Market shares in Q1 2017, an estimated $18.8M.
Stanford Investment Group first reported a position in Vanguard Total Bond Market in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Total Bond Market position peaked at $22.2M in Q3 2016.
566 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.