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WealthPlan Investment Management’s FlexShares Core Select Bond Fund BNDC Stock Holding History

WealthPlan Investment Management’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
2026
Q1 		$336K Buy
15,126
+2,706
+22% +$60.6K 0.02% 368
2025
Q4 		$278K Buy
+12,420
New +$280K 0.02% 319

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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthPlan Investment Management's BNDC Position: Q1 2026 in Review

WealthPlan Investment Management increased its FlexShares Core Select Bond Fund (BNDC) stake by 22% in Q1 2026, buying an estimated $60.6K and bringing the position to 15,126 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #368.

WealthPlan Investment Management first reported a position in BNDC in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BNDC as of Q1 2026.

  • WealthPlan Investment Management held 15,126 shares of FlexShares Core Select Bond Fund worth $336K as of Q1 2026.
  • WealthPlan Investment Management bought 2,706 FlexShares Core Select Bond Fund shares in Q1 2026, an estimated $60.6K.
  • FlexShares Core Select Bond Fund made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #368 holding.
  • WealthPlan Investment Management first reported a position in FlexShares Core Select Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held FlexShares Core Select Bond Fund as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.