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

Montecito 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
2026
Q3 		$217K Hold
3,097
– – 0.03% 262
2026
Q2 		$227K Hold
3,097
– – 0.03% 258
2026
Q1 		$228K Hold
3,097
– – 0.04% 254
2025
Q4 		$229K Buy
3,097
+50
+2% +$3.72K 0.04% 255
2025
Q3 		$227K Buy
+3,047
New +$224K 0.04% 265
2025
Q1 		$240K Buy
3,264
+38
+1% +$2.76K 0.04% 262
2024
Q4 		$232K Hold
3,226
– – 0.04% 262
2024
Q3 		$242K Buy
+3,226
New +$239K 0.04% 261
2017
Q1 		– Sell
-3,764
Closed -$304K – 203
2016
Q4 		$304K Buy
+3,764
New +$308K 0.11% 134
2016
Q3 		– Sell
-3,600
Closed -$303K – 172
2016
Q2 		$303K Hold
3,600
– – 0.13% 134
2016
Q1 		$298K Buy
+3,600
New +$295K 0.13% 125
2015
Q3 		– Sell
-2,400
Closed -$200K – 155
2015
Q2 		$200K Hold
2,400
– – 0.1% 155
2015
Q1 		$200K Buy
+2,400
New +$200K 0.1% 155

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Montecito Bank & Trust's BND Position: Q3 2026 in Review

Montecito Bank & Trust held its Vanguard Total Bond Market (BND) position steady in Q3 2026 at 3,097 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #262.

Montecito Bank & Trust first reported a position in BND in Q1 2015 and has held it in 13 quarters since. The position peaked at $304K in Q4 2016. 78 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Montecito Bank & Trust held 3,097 shares of Vanguard Total Bond Market worth $217K as of Q3 2026.
  • Montecito Bank & Trust left its Vanguard Total Bond Market share count unchanged in Q3 2026.
  • Vanguard Total Bond Market made up 0.03% of Montecito Bank & Trust's portfolio in Q3 2026, its #262 holding.
  • Montecito Bank & Trust first reported a position in Vanguard Total Bond Market in Q1 2015 and has held it in 13 quarters since.
  • Montecito Bank & Trust's Vanguard Total Bond Market position peaked at $304K in Q4 2016.
  • 78 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.