Mechanics Financial Corp’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.55M Buy
48,264
+9,194
+24% +$677K 1.51% 15
2025
Q1
$2.87M Buy
39,070
+5,085
+15% +$373K 1.3% 16
2024
Q4
$2.44M Buy
33,985
+1,472
+5% +$106K 1.1% 17
2024
Q3
$2.44M Sell
32,513
-266
-0.8% -$20K 1.07% 19
2024
Q2
$2.36M Buy
32,779
+1,031
+3% +$74.3K 1.21% 16
2024
Q1
$2.31M Buy
31,748
+2,660
+9% +$193K 1.2% 18
2023
Q4
$2.14M Buy
29,088
+182
+0.6% +$13.4K 1.2% 21
2023
Q3
$2.02M Sell
28,906
-70
-0.2% -$4.89K 1.11% 19
2023
Q2
$2.11M Buy
28,976
+1,461
+5% +$106K 1.14% 19
2023
Q1
$2.03M Sell
27,515
-505
-2% -$37.3K 1.18% 18
2022
Q4
$2.01M Buy
28,020
+834
+3% +$59.9K 1.2% 18
2022
Q3
$1.94M Sell
27,186
-1,079
-4% -$77K 1.27% 16
2022
Q2
$2.13M Buy
28,265
+682
+2% +$51.3K 1.28% 17
2022
Q1
$2.19M Hold
27,583
1.13% 18
2021
Q4
$2.34M Buy
+27,583
New +$2.34M 1.11% 16