Stevens First Principles Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Stevens First Principles 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
2019 Q2	$286K	Hold	3,441	–	–	0.17%	57
2019 Q1	$279K	Buy	+3,441	New	+$275K	0.17%	57
2017 Q3	–	Sell	-25	Closed	-$2K	–	175
2017 Q2	$2K	Buy	+25	New	+$2.04K	﹤0.01%	168
2017 Q1	–	Sell	-95	Closed	-$8K	–	163
2016 Q4	$8K	Hold	95	–	–	0.01%	145
2016 Q3	$8K	Buy	95 +65	+217%	+$5.47K	0.01%	132
2016 Q2	$3K	Hold	30	–	–	﹤0.01%	133
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	134
2015 Q4	$2K	Hold	30	–	–	﹤0.01%	168
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	181
2015 Q2	$2K	Hold	30	–	–	﹤0.01%	216
2015 Q1	$3K	Hold	30	–	–	﹤0.01%	202
2014 Q4	$2K	Buy	+30	New	+$2.47K	﹤0.01%	208

Other funds holding BND

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 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

Stevens First Principles Investment Advisors's BND Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its Vanguard Total Bond Market (BND) position steady in Q2 2019 at 3,441 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #57.

Stevens First Principles Investment Advisors first reported a position in BND in Q4 2014 and has held it in 12 quarters since. 755 funds tracked by Wall St. Rank hold BND as of Q2 2019.

Stevens First Principles Investment Advisors held 3,441 shares of Vanguard Total Bond Market worth $286K as of Q2 2019.
Stevens First Principles Investment Advisors left its Vanguard Total Bond Market share count unchanged in Q2 2019.
Vanguard Total Bond Market made up 0.17% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #57 holding.
Stevens First Principles Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 12 quarters since.
755 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.