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Summit Financial Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Summit Financial Wealth 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
2015
Q1 		– Sell
-125
Closed -$10K – 230
2014
Q4 		$10K Buy
+125
New +$10.3K 0.01% 202

Other funds holding BND

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Wealth Advisors's BND Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2015, closing a stake of 125 shares — an estimated $10K sold.

Summit Financial Wealth Advisors first reported a position in BND in Q4 2014 and held it in 1 quarter. The position peaked at $10K in Q4 2014. 420 funds tracked by Wall St. Rank hold BND as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 125 Vanguard Total Bond Market shares in Q1 2015, an estimated $10K.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Vanguard Total Bond Market position peaked at $10K in Q4 2014.
  • 420 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.