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Windham Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Windham Capital 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
2017
Q1 		– Sell
-2,911
Closed -$235K – 30
2016
Q4 		$235K Hold
2,911
– – 0.05% 26
2016
Q3 		$245K Hold
2,911
– – 0.05% 23
2016
Q2 		$245K Hold
2,911
– – 0.04% 23
2016
Q1 		$241K Sell
2,911
-10
-0.3% -$818 0.03% 26
2015
Q4 		$236K Hold
2,921
– – 0.03% 25
2015
Q3 		$239K Sell
2,921
-140
-5% -$11.4K 0.03% 22
2015
Q2 		$249K Sell
3,061
-13,472
-81% -$1.11M 0.02% 25
2015
Q1 		$1.38M Sell
16,533
-1,353
-8% -$113K 0.1% 26
2014
Q4 		$1.47M Buy
17,886
+1,381
+8% +$114K 0.12% 24
2014
Q3 		$1.35M Sell
16,505
-4,611
-22% -$378K 0.11% 24
2014
Q2 		$1.74M Sell
21,116
-326,376
-94% -$26.7M 0.14% 24
2014
Q1 		$28.2M Buy
347,492
+974
+0.3% +$78.9K 2.31% 10
2013
Q4 		$27.7M Sell
346,518
-370,616
-52% -$29.9M 2.46% 10
2013
Q3 		$58M Sell
717,134
-600
-0.1% -$48.3K 5.35% 4
2013
Q2 		$58M Buy
+717,734
New +$59.5M 5.61% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Windham Capital Management's BND Position: Q1 2017 in Review

Windham Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2017, closing a stake of 2,911 shares — an estimated $235K sold.

Windham Capital Management first reported a position in BND in Q2 2013 and held it in 15 quarters. The position peaked at $58M in Q2 2013. 566 funds tracked by Wall St. Rank hold BND as of Q1 2017.

  • Windham Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2017 after selling out during the quarter.
  • Windham Capital Management sold 2,911 Vanguard Total Bond Market shares in Q1 2017, an estimated $235K.
  • Windham Capital Management first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 15 quarters.
  • Windham Capital Management's Vanguard Total Bond Market position peaked at $58M in Q2 2013.
  • 566 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2017.

Based on Windham Capital Management's 13F filing for Q1 2017, filed 5 May 2017.