Deseret Mutual Benefit Administrators’s Vanguard Total Bond Market BND Stock Holding History

Deseret Mutual Benefit Administrators’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
2024 Q4	–	Sell	-95,315	Closed	-$7.16M	–	490
2024 Q3	$7.16M	Buy	95,315 +857	+0.9%	+$63.4K	3.64%	3
2024 Q2	$6.81M	Sell	94,458 -7,102	-7%	-$509K	3.16%	5
2024 Q1	$7.38M	Buy	101,560 +50,660	+100%	+$3.68M	3.69%	4
2023 Q4	$3.74M	Hold	50,900	–	–	2.16%	6
2023 Q3	$3.55M	Hold	50,900	–	–	1.74%	6
2023 Q2	$3.7M	Hold	50,900	–	–	1.44%	6
2023 Q1	$3.76M	Hold	50,900	–	–	1.49%	5
2022 Q4	$3.66M	Hold	50,900	–	–	1.5%	6
2022 Q3	$3.63M	Hold	50,900	–	–	1.02%	10
2022 Q2	$3.83M	Hold	50,900	–	–	0.87%	16
2022 Q1	$4.05M	Hold	50,900	–	–	0.81%	17
2021 Q4	$4.31M	Hold	50,900	–	–	0.73%	18
2021 Q3	$4.35M	Hold	50,900	–	–	0.8%	17
2021 Q2	$4.37M	Hold	50,900	–	–	1.06%	6
2021 Q1	$4.31M	Hold	50,900	–	–	2.12%	3
2020 Q4	$4.49M	Hold	50,900	–	–	2.62%	3
2020 Q3	$4.49M	Hold	50,900	–	–	3.06%	3
2020 Q2	$4.5M	Hold	50,900	–	–	3.06%	4
2020 Q1	$4.34M	Hold	50,900	–	–	3.3%	5
2019 Q4	$4.27M	Buy	+50,900	New	+$4.28M	3.38%	2

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

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

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

Deseret Mutual Benefit Administrators's BND Position: Q4 2024 in Review

Deseret Mutual Benefit Administrators sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 95,315 shares — an estimated $7.16M sold.

Deseret Mutual Benefit Administrators first reported a position in BND in Q4 2019 and held it in 20 quarters. The position peaked at $7.38M in Q1 2024. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Deseret Mutual Benefit Administrators reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
Deseret Mutual Benefit Administrators sold 95,315 Vanguard Total Bond Market shares in Q4 2024, an estimated $7.16M.
Deseret Mutual Benefit Administrators first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 20 quarters.
Deseret Mutual Benefit Administrators's Vanguard Total Bond Market position peaked at $7.38M in Q1 2024.
1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q4 2024, filed 3 Feb 2025.