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

Heartland 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
2023
Q3 		– Sell
-13,159
Closed -$957K – 132
2023
Q2 		$957K Sell
13,159
-19,424
-60% -$1.42M 0.75% 31
2023
Q1 		$2.41M Buy
+32,583
New +$2.38M 1.82% 9

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Heartland Bank & Trust's BND Position: Q3 2023 in Review

Heartland Bank & Trust sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 13,159 shares — an estimated $957K sold.

Heartland Bank & Trust first reported a position in BND in Q1 2023 and held it in 2 quarters. The position peaked at $2.41M in Q1 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Heartland Bank & Trust reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • Heartland Bank & Trust sold 13,159 Vanguard Total Bond Market shares in Q3 2023, an estimated $957K.
  • Heartland Bank & Trust first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 2 quarters.
  • Heartland Bank & Trust's Vanguard Total Bond Market position peaked at $2.41M in Q1 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Heartland Bank & Trust's 13F filing for Q3 2023, filed 12 Oct 2023.