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Sabal Trust’s Vanguard Total Bond Market BND Stock Holding History

Sabal 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
Q3 		– Sell
-9,737
Closed -$702K – 229
2024
Q2 		$702K Hold
9,737
– – 0.04% 144
2024
Q1 		$707K Buy
+9,737
New +$707K 0.04% 140
2021
Q2 		– Sell
-15,000
Closed -$1.27M – 149
2021
Q1 		$1.27M Hold
15,000
– – 0.09% 69
2020
Q4 		$1.32M Hold
15,000
– – 0.11% 66
2020
Q3 		$1.32M Buy
+15,000
New +$1.33M 0.12% 66

Other funds holding BND

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Sabal Trust's BND Position: Q3 2024 in Review

Sabal Trust sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 9,737 shares — an estimated $702K sold.

Sabal Trust first reported a position in BND in Q3 2020 and held it in 5 quarters. The position peaked at $1.32M in Q4 2020. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Sabal Trust reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Sabal Trust sold 9,737 Vanguard Total Bond Market shares in Q3 2024, an estimated $702K.
  • Sabal Trust first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 5 quarters.
  • Sabal Trust's Vanguard Total Bond Market position peaked at $1.32M in Q4 2020.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Sabal Trust's 13F filing for Q3 2024, filed 12 Nov 2024.