First Citizens Asset Management’s Vanguard Total Bond Market BND Stock Holding History

First Citizens Asset Management’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	-3,406	Closed	-$256K	–	26
2024 Q3	$256K	Buy	3,406 +207	+6%	+$15.3K	0.09%	30
2024 Q2	$230K	Hold	3,199	–	–	0.09%	32
2024 Q1	$232K	Hold	3,199	–	–	0.09%	32
2023 Q4	$235K	Hold	3,199	–	–	0.09%	34
2023 Q3	$223K	Buy	3,199 +399	+14%	+$28.5K	0.09%	34
2023 Q2	$204K	Hold	2,800	–	–	0.08%	34
2023 Q1	$207K	Hold	2,800	–	–	0.09%	35
2022 Q4	$201K	Buy	+2,800	New	+$201K	0.11%	32

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

First Citizens Asset Management's BND Position: Q4 2024 in Review

First Citizens Asset Management sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 3,406 shares — an estimated $256K sold.

First Citizens Asset Management first reported a position in BND in Q4 2022 and held it in 8 quarters. The position peaked at $256K in Q3 2024. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

First Citizens Asset Management reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
First Citizens Asset Management sold 3,406 Vanguard Total Bond Market shares in Q4 2024, an estimated $256K.
First Citizens Asset Management first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 8 quarters.
First Citizens Asset Management's Vanguard Total Bond Market position peaked at $256K in Q3 2024.
1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on First Citizens Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.