First National Bank of South Miami’s Vanguard Total Bond Market BND Stock Holding History

First National Bank of South Miami’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
2023 Q2	$46.5K	Hold	639	–	–	0.04%	187
2023 Q1	$47.2K	Hold	639	–	–	0.04%	193
2022 Q4	$46K	Hold	639	–	–	0.03%	195
2022 Q3	$46K	Buy	639 +47	+8%	+$3.52K	0.04%	191
2022 Q2	$45K	Buy	592 +11	+2%	+$837	0.03%	203
2022 Q1	$46K	Hold	581	–	–	0.03%	221
2021 Q4	$49K	Sell	581 -7	-1%	-$596	0.03%	222
2021 Q3	$50K	Hold	588	–	–	0.03%	213
2021 Q2	$51K	Hold	588	–	–	0.03%	212
2021 Q1	$50K	Hold	588	–	–	0.04%	191
2020 Q4	$52K	Buy	588 +68	+13%	+$5.98K	0.04%	185
2020 Q3	$46K	Hold	520	–	–	0.04%	175
2020 Q2	$46K	Hold	520	–	–	0.05%	166
2020 Q1	$44K	Hold	520	–	–	0.06%	159
2019 Q4	$44K	Hold	520	–	–	0.04%	170
2019 Q3	$45K	Hold	520	–	–	0.04%	180
2019 Q2	$43K	Hold	520	–	–	0.04%	185
2019 Q1	$42K	Hold	520	–	–	0.04%	189
2018 Q4	$42K	Buy	+520	New	+$40.6K	0.04%	189

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

First National Bank of South Miami's BND Position: Q2 2023 in Review

First National Bank of South Miami held its Vanguard Total Bond Market (BND) position steady in Q2 2023 at 639 shares worth $46.5K. The position accounts for 0.04% of the portfolio, ranked #187.

First National Bank of South Miami first reported a position in BND in Q4 2018 and has held it in 19 quarters since. The position peaked at $52K in Q4 2020. 1,275 funds tracked by Wall St. Rank hold BND as of Q2 2023.

First National Bank of South Miami held 639 shares of Vanguard Total Bond Market worth $46.5K as of Q2 2023.
First National Bank of South Miami left its Vanguard Total Bond Market share count unchanged in Q2 2023.
Vanguard Total Bond Market made up 0.04% of First National Bank of South Miami's portfolio in Q2 2023, its #187 holding.
First National Bank of South Miami first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Vanguard Total Bond Market position peaked at $52K in Q4 2020.
1,275 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.