FineMark National Bank & Trust’s Vanguard Total Bond Market BND Stock Holding History

FineMark National Bank & Trust’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	-25,331	Closed	-$1.9M	–	439
2024 Q3	$1.9M	Buy	+25,331	New	+$1.87M	0.07%	152
2024 Q2	–	Sell	-3,893	Closed	-$283K	–	433
2024 Q1	$283K	Buy	+3,893	New	+$283K	0.01%	358
2023 Q2	–	Sell	-4,961	Closed	-$366K	–	430
2023 Q1	$366K	Sell	4,961 -124	-2%	-$9.07K	0.02%	310
2022 Q4	$365K	Buy	+5,085	New	+$364K	0.02%	295
2022 Q3	–	Sell	-2,815	Closed	-$212K	–	394
2022 Q2	$212K	Buy	+2,815	New	+$214K	0.01%	389
2021 Q3	–	Sell	-4,870	Closed	-$418K	–	448
2021 Q2	$418K	Buy	+4,870	New	+$415K	0.02%	314
2017 Q1	–	Sell	-830	Closed	-$67K	–	444
2016 Q4	$67K	Buy	830 +344	+71%	+$28.2K	0.01%	567
2016 Q3	$41K	Buy	486 +31	+7%	+$2.61K	﹤0.01%	653
2016 Q2	$38K	Hold	455	–	–	﹤0.01%	665
2016 Q1	$38K	Buy	+455	New	+$37.2K	﹤0.01%	649
2013 Q3	–	Sell	-557	Closed	-$45K	–	1528
2013 Q2	$45K	Buy	+557	New	+$46.2K	0.01%	589

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 $1.88B AUM 29.07% 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

FineMark National Bank & Trust's BND Position: Q4 2024 in Review

FineMark National Bank & Trust sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 25,331 shares — an estimated $1.9M sold.

FineMark National Bank & Trust first reported a position in BND in Q2 2013 and held it in 11 quarters. The position peaked at $1.9M in Q3 2024. 1,606 funds tracked by Wall St. Rank hold BND as of Q4 2024.

FineMark National Bank & Trust reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
FineMark National Bank & Trust sold 25,331 Vanguard Total Bond Market shares in Q4 2024, an estimated $1.9M.
FineMark National Bank & Trust first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 11 quarters.
FineMark National Bank & Trust's Vanguard Total Bond Market position peaked at $1.9M in Q3 2024.
1,606 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on FineMark National Bank & Trust's 13F filing for Q4 2024, filed 11 Feb 2025.