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

Northwest 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
2024 Q4	$396K	Hold	5,387	–	–	0.29%	71
2024 Q3	$405K	Buy	5,387 +280	+5%	+$20.7K	0.31%	71
2024 Q2	$368K	Buy	5,107 +268	+6%	+$19.2K	0.31%	71
2024 Q1	$342K	Hold	4,839	–	–	0.31%	69
2023 Q4	$356K	Buy	+4,839	New	+$342K	0.32%	71
2023 Q2	$362K	Buy	+4,975	New	+$364K	0.35%	67

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Northwest Bank & Trust's BND Position: Q4 2024 in Review

Northwest Bank & Trust held its Vanguard Total Bond Market (BND) position steady in Q4 2024 at 5,387 shares worth $396K. The position accounts for 0.29% of the portfolio, ranked #71.

Northwest Bank & Trust first reported a position in BND in Q2 2023 and has held it in 6 quarters since. The position peaked at $405K in Q3 2024. 1,607 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Northwest Bank & Trust held 5,387 shares of Vanguard Total Bond Market worth $396K as of Q4 2024.
Northwest Bank & Trust left its Vanguard Total Bond Market share count unchanged in Q4 2024.
Vanguard Total Bond Market made up 0.29% of Northwest Bank & Trust's portfolio in Q4 2024, its #71 holding.
Northwest Bank & Trust first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 6 quarters since.
Northwest Bank & Trust's Vanguard Total Bond Market position peaked at $405K in Q3 2024.
1,607 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.