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Windsor Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Windsor Financial Group’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 		$200K Buy
+2,445
New +$200K 0.09% 74
2017
Q1 		– Sell
-2,535
Closed -$205K – 80
2016
Q4 		$205K Hold
2,535
– – 0.1% 72
2016
Q3 		$286K Buy
+2,535
New +$213K 0.13% 64

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

Windsor Financial Group's BND Position: Q2 2017 in Review

Windsor Financial Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2017: 2,445 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #74 among its holdings. This is a return to the name: Windsor Financial Group previously reported a position in BND as recently as Q4 2016.

Windsor Financial Group first reported a position in BND in Q3 2016 and has held it in 3 quarters since. The position peaked at $286K in Q3 2016. 569 funds tracked by Wall St. Rank hold BND as of Q2 2017.

  • Windsor Financial Group held 2,445 shares of Vanguard Total Bond Market worth $200K as of Q2 2017.
  • Vanguard Total Bond Market was a new Windsor Financial Group position in Q2 2017.
  • Vanguard Total Bond Market made up 0.09% of Windsor Financial Group's portfolio in Q2 2017, its #74 holding.
  • Windsor Financial Group first reported a position in Vanguard Total Bond Market in Q3 2016 and has held it in 3 quarters since.
  • Windsor Financial Group's Vanguard Total Bond Market position peaked at $286K in Q3 2016.
  • 569 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.