Wechter Feldman Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Wechter Feldman Wealth Management’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
2018 Q2	–	Sell	-7,387	Closed	-$590K	–	34
2018 Q1	$590K	Sell	7,387 -495	-6%	-$39.6K	0.42%	21
2017 Q4	$643K	Sell	7,882 -26	-0.3%	-$2.12K	0.45%	20
2017 Q3	$648K	Sell	7,908 -208	-3%	-$17.1K	0.5%	17
2017 Q2	$664K	Buy	8,116 +1,922	+31%	+$157K	0.53%	16
2017 Q1	$502K	Sell	6,194 -45,733	-88%	-$3.7M	0.34%	22
2016 Q4	$4.2M	Buy	+51,927	New	+$4.25M	2.75%	14

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wechter Feldman Wealth Management's BND Position: Q2 2018 in Review

Wechter Feldman Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2018, closing a stake of 7,387 shares — an estimated $590K sold.

Wechter Feldman Wealth Management first reported a position in BND in Q4 2016 and held it in 6 quarters. The position peaked at $4.2M in Q4 2016. 659 funds tracked by Wall St. Rank hold BND as of Q2 2018.

Wechter Feldman Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2018 after selling out during the quarter.
Wechter Feldman Wealth Management sold 7,387 Vanguard Total Bond Market shares in Q2 2018, an estimated $590K.
Wechter Feldman Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 6 quarters.
Wechter Feldman Wealth Management's Vanguard Total Bond Market position peaked at $4.2M in Q4 2016.
659 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2018.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2018, filed 6 Aug 2018.