Baker Boyer National Bank’s Vanguard Total Bond Market BND Stock Holding History

Baker Boyer National Bank’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
2023 Q4	–	Sell	-18,369	Closed	-$1.28M	–	80
2023 Q3	$1.28M	Sell	18,369 -1	-0%	-$71	0.52%	21
2023 Q2	$1.34M	Buy	18,370 +7,548	+70%	+$553K	0.49%	20
2023 Q1	$799K	Buy	10,822 +2,957	+38%	+$216K	0.31%	32
2022 Q4	$565K	Hold	7,865	–	–	0.24%	40
2022 Q3	$561K	Hold	7,865	–	–	0.25%	36
2022 Q2	$592K	Sell	7,865 -5,674	-42%	-$432K	0.3%	37
2022 Q1	$1.08M	Buy	13,539 +1,909	+16%	+$156K	0.52%	27
2021 Q4	$986K	Buy	+11,630	New	+$991K	0.45%	31
2021 Q2	$592K	Buy	+7,865	New	+$671K	0.3%	37

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Baker Boyer National Bank's BND Position: Q4 2023 in Review

Baker Boyer National Bank sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 18,369 shares — an estimated $1.28M sold.

Baker Boyer National Bank first reported a position in BND in Q2 2021 and held it in 9 quarters. The position peaked at $1.34M in Q2 2023. 1,447 funds tracked by Wall St. Rank hold BND as of Q4 2023.

Baker Boyer National Bank reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
Baker Boyer National Bank sold 18,369 Vanguard Total Bond Market shares in Q4 2023, an estimated $1.28M.
Baker Boyer National Bank first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 9 quarters.
Baker Boyer National Bank's Vanguard Total Bond Market position peaked at $1.34M in Q2 2023.
1,447 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Baker Boyer National Bank's 13F filing for Q4 2023, filed 12 Jan 2024.