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WealthShield’s Vanguard Total Bond Market BND Stock Holding History

WealthShield’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
Q4 		$3.87M Buy
+47,607
New +$3.89M 2.36% 9

Other funds holding BND

Jones Financial Companies
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthShield's BND Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Total Bond Market (BND) in Q4 2017: 47,607 shares worth $3.87M. The stake represents 2.36% of the portfolio and ranks #9 among its holdings.

668 funds tracked by Wall St. Rank hold BND as of Q4 2017.

  • WealthShield held 47,607 shares of Vanguard Total Bond Market worth $3.87M as of Q4 2017.
  • Vanguard Total Bond Market was a new WealthShield position in Q4 2017.
  • Vanguard Total Bond Market made up 2.36% of WealthShield's portfolio in Q4 2017, its #9 holding.
  • 668 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.