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

Windsor 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
2015
Q4 		– Sell
-636
Closed -$52K – 139
2015
Q3 		$52K Buy
+636
New +$51.8K 0.03% 165
2014
Q1 		– Sell
-717
Closed -$57K – 104
2013
Q4 		$57K Buy
717
+1
+0.1% +$81 0.03% 160
2013
Q3 		$58K Buy
716
+1
+0.1% +$80 0.03% 160
2013
Q2 		$58K Buy
+715
New +$59.3K 0.03% 152

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Windsor Capital Management's BND Position: Q4 2015 in Review

Windsor Capital Management sold out of Vanguard Total Bond Market (BND) in Q4 2015, closing a stake of 636 shares — an estimated $52K sold.

Windsor Capital Management first reported a position in BND in Q2 2013 and held it in 4 quarters. The position peaked at $58K in Q3 2013. 473 funds tracked by Wall St. Rank hold BND as of Q4 2015.

  • Windsor Capital Management reported no remaining Vanguard Total Bond Market position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 636 Vanguard Total Bond Market shares in Q4 2015, an estimated $52K.
  • Windsor Capital Management first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Vanguard Total Bond Market position peaked at $58K in Q3 2013.
  • 473 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.