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

Wilshire 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 		– Sell
-201,371
Closed -$16.3M – 23
2017
Q1 		$16.3M Hold
201,371
– – 12.89% 1
2016
Q4 		$16.3M Buy
201,371
+16,602
+9% +$1.36M 12.89% 3
2016
Q3 		$15.5M Buy
184,769
+15,978
+9% +$1.34M 13.47% 2
2016
Q2 		$14.2M Sell
168,791
-28,275
-14% -$2.35M 12.43% 3
2016
Q1 		$16.3M Sell
197,066
-5,210
-3% -$426K 8.29% 4
2015
Q4 		$16.3M Buy
+202,276
New +$16.5M 9.2% 4

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

Wilshire Advisors's BND Position: Q2 2017 in Review

Wilshire Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2017, closing a stake of 201,371 shares — an estimated $16.3M sold.

Wilshire Advisors first reported a position in BND in Q4 2015 and held it in 6 quarters. The position peaked at $16.3M in Q1 2017. 569 funds tracked by Wall St. Rank hold BND as of Q2 2017.

  • Wilshire Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2017 after selling out during the quarter.
  • Wilshire Advisors sold 201,371 Vanguard Total Bond Market shares in Q2 2017, an estimated $16.3M.
  • Wilshire Advisors first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 6 quarters.
  • Wilshire Advisors's Vanguard Total Bond Market position peaked at $16.3M in Q1 2017.
  • 569 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2017.

Based on Wilshire Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.