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WFG Advisors’s Vanguard Total Bond Market BND Stock Holding History

WFG 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
2017
Q2 		$2.22M Sell
27,111
-48,233
-64% -$3.94M 0.5% 44
2017
Q1 		$6.11M Buy
75,344
+59,983
+390% +$4.85M 1.63% 2
2016
Q4 		$1.24M Sell
15,361
-316
-2% -$25.9K 0.3% 86
2016
Q3 		$1.32M Buy
15,677
+2,358
+18% +$198K 0.33% 81
2016
Q2 		$1.12M Buy
13,319
+2,287
+21% +$190K 0.3% 87
2016
Q1 		$913K Buy
11,032
+7,165
+185% +$586K 0.26% 91
2015
Q4 		$312K Sell
3,867
-1,512
-28% -$123K 0.09% 217
2015
Q3 		$441K Buy
5,379
+5
+0.1% +$408 0.14% 167
2015
Q2 		$437K Buy
5,374
+3,055
+132% +$251K 0.12% 187
2015
Q1 		$193K Buy
2,319
+124
+6% +$10.3K 0.05% 361
2014
Q4 		$181K Sell
2,195
-529
-19% -$43.6K 0.04% 458
2014
Q3 		$223K Sell
2,724
-639
-19% -$52.4K 0.04% 422
2014
Q2 		$276K Sell
3,363
-496
-13% -$40.5K 0.05% 374
2014
Q1 		$313K Buy
3,859
+109
+3% +$8.83K 0.06% 343
2013
Q4 		$300K Sell
3,750
-1,261
-25% -$102K 0.04% 426
2013
Q3 		$405K Sell
5,011
-2,868
-36% -$231K 0.06% 324
2013
Q2 		$637K Buy
+7,879
New +$653K 0.11% 221

Other funds holding BND

Jones Financial Companies
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WFG Advisors's BND Position: Q2 2017 in Review

WFG Advisors reduced its Vanguard Total Bond Market (BND) stake by 64% in Q2 2017, selling an estimated $3.94M and leaving 27,111 shares worth $2.22M. The position accounts for 0.5% of the portfolio, ranked #44.

WFG Advisors first reported a position in BND in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.11M in Q1 2017. 569 funds tracked by Wall St. Rank hold BND as of Q2 2017.

  • WFG Advisors held 27,111 shares of Vanguard Total Bond Market worth $2.22M as of Q2 2017.
  • WFG Advisors sold 48,233 Vanguard Total Bond Market shares in Q2 2017, an estimated $3.94M.
  • Vanguard Total Bond Market made up 0.5% of WFG Advisors's portfolio in Q2 2017, its #44 holding.
  • WFG Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Total Bond Market position peaked at $6.11M in Q1 2017.
  • 569 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.