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Essex Savings Bank’s Vanguard Total Bond Market BND Stock Holding History

Essex Savings 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
2024
Q4 		– Sell
-3,806
Closed -$286K – 298
2024
Q3 		$286K Sell
3,806
-23
-0.6% -$1.7K 0.07% 221
2024
Q2 		$276K Sell
3,829
-4
-0.1% -$286 0.07% 206
2024
Q1 		$282K Hold
3,833
– – 0.08% 204
2023
Q4 		$282K Hold
3,833
– – 0.08% 203
2023
Q3 		$267K Buy
3,833
+251
+7% +$17.9K 0.09% 180
2023
Q2 		$260K Buy
3,582
+58
+2% +$4.25K 0.09% 189
2023
Q1 		$260K Sell
3,524
-887
-20% -$64.9K 0.09% 185
2022
Q4 		$317K Buy
4,411
+1,123
+34% +$80.4K 0.11% 163
2022
Q3 		$235K Sell
3,288
-146
-4% -$10.9K 0.09% 182
2022
Q2 		$258K Sell
3,434
-4
-0.1% -$304 0.1% 171
2022
Q1 		$273K Buy
3,438
+211
+7% +$17.2K 0.09% 182
2021
Q4 		$273K Buy
3,227
+35
+1% +$2.98K 0.09% 176
2021
Q3 		$276K Buy
3,192
+43
+1% +$3.71K 0.1% 174
2021
Q2 		$269K Buy
3,149
+638
+25% +$54.4K 0.1% 169
2021
Q1 		$216K Sell
2,511
-2
-0.1% -$172 0.09% 185
2020
Q4 		$222K Hold
2,513
– – 0.1% 181
2020
Q3 		$222K Buy
2,513
+196
+8% +$17.4K 0.11% 173
2020
Q2 		$205K Buy
+2,317
New +$203K 0.12% 158
2019
Q3 		– Sell
-712
Closed -$85K – 232
2019
Q2 		$85K Buy
712
+307
+76% +$25K 0.03% 365
2019
Q1 		$33K Hold
405
– – 0.02% 342
2018
Q4 		$32K Buy
+405
New +$31.7K 0.02% 344

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Essex Savings Bank's BND Position: Q4 2024 in Review

Essex Savings Bank sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 3,806 shares — an estimated $286K sold.

Essex Savings Bank first reported a position in BND in Q4 2018 and held it in 21 quarters. The position peaked at $317K in Q4 2022. 1,608 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Essex Savings Bank reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Essex Savings Bank sold 3,806 Vanguard Total Bond Market shares in Q4 2024, an estimated $286K.
  • Essex Savings Bank first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 21 quarters.
  • Essex Savings Bank's Vanguard Total Bond Market position peaked at $317K in Q4 2022.
  • 1,608 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Essex Savings Bank's 13F filing for Q4 2024, filed 14 Jan 2025.