Independence Bank of Kentucky’s Vanguard Total Bond Market BND Stock Holding History

Independence Bank of Kentucky’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 Q1	–	Sell	-333	Closed	-$24K	–	430
2022 Q4	$24K	Buy	+333	New	+$23.9K	0.01%	310
2022 Q3	–	Sell	-42	Closed	-$3K	–	420
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	389
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	388
2021 Q4	$4K	Buy	+42	New	+$3.58K	﹤0.01%	370
2020 Q4	–	Sell	-33	Closed	-$3K	–	378
2020 Q3	$3K	Buy	+33	New	+$2.93K	﹤0.01%	345

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Independence Bank of Kentucky's BND Position: Q1 2023 in Review

Independence Bank of Kentucky sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 333 shares — an estimated $24K sold.

Independence Bank of Kentucky first reported a position in BND in Q3 2020 and held it in 5 quarters. The position peaked at $24K in Q4 2022. 1,260 funds tracked by Wall St. Rank hold BND as of Q1 2023.

Independence Bank of Kentucky reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
Independence Bank of Kentucky sold 333 Vanguard Total Bond Market shares in Q1 2023, an estimated $24K.
Independence Bank of Kentucky first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 5 quarters.
Independence Bank of Kentucky's Vanguard Total Bond Market position peaked at $24K in Q4 2022.
1,260 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on Independence Bank of Kentucky's 13F filing for Q1 2023, filed 6 Apr 2023.