Enterprise Financial Services Corp (EFSC)’s Vanguard Total Bond Market BND Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q4	–	Sell	-9,488	Closed	-$811K	–	377
2021 Q3	$811K	Buy	9,488 +2,194	+30%	+$189K	0.11%	152
2021 Q2	$627K	Buy	+7,294	New	+$622K	0.1%	133
2020 Q4	–	Sell	-8,985	Closed	-$793K	–	1304
2020 Q3	$793K	Buy	8,985 +100	+1%	+$8.87K	0.16%	88
2020 Q2	$785K	Buy	+8,885	New	+$777K	0.17%	87
2019 Q3	–	Sell	-5,148	Closed	-$428K	–	1133
2019 Q2	$428K	Hold	5,148	–	–	0.09%	139
2019 Q1	$418K	Buy	5,148 +4,998	+3,332%	+$399K	0.09%	144
2018 Q4	$12K	Buy	+150	New	+$11.7K	0.01%	472

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

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s BND Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Vanguard Total Bond Market (BND) in Q4 2021, closing a stake of 9,488 shares — an estimated $811K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in BND in Q4 2018 and held it in 7 quarters. The position peaked at $811K in Q3 2021. 1,243 funds tracked by Wall St. Rank hold BND as of Q4 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Vanguard Total Bond Market position as of Q4 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 9,488 Vanguard Total Bond Market shares in Q4 2021, an estimated $811K.
Enterprise Financial Services Corp (EFSC) first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 7 quarters.
Enterprise Financial Services Corp (EFSC)'s Vanguard Total Bond Market position peaked at $811K in Q3 2021.
1,243 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.