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Wintrust Investments’s Vanguard Total Bond Market BND Stock Holding History

Wintrust Investments’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 		$162K Buy
+2,260
New +$165K 0.14% 117
2017
Q2 		– Sell
-3,218
Closed -$261K – 292
2017
Q1 		$261K Buy
3,218
+28
+0.9% +$2.26K 0.07% 247
2016
Q4 		$258K Buy
3,190
+1
+0% +$82 0.11% 173
2016
Q3 		$268K Buy
3,189
+4
+0.1% +$337 0.12% 157
2016
Q2 		$68K Buy
+3,185
New +$265K 0.13% 64

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wintrust Investments's BND Position: Q4 2024 in Review

Wintrust Investments opened a new position in Vanguard Total Bond Market (BND) in Q4 2024: 2,260 shares worth $162K. The stake represents 0.14% of the portfolio and ranks #117 among its holdings. This is a return to the name: Wintrust Investments previously reported a position in BND as recently as Q1 2017.

Wintrust Investments first reported a position in BND in Q2 2016 and has held it in 5 quarters since. The position peaked at $268K in Q3 2016. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Wintrust Investments held 2,260 shares of Vanguard Total Bond Market worth $162K as of Q4 2024.
  • Vanguard Total Bond Market was a new Wintrust Investments position in Q4 2024.
  • Vanguard Total Bond Market made up 0.14% of Wintrust Investments's portfolio in Q4 2024, its #117 holding.
  • Wintrust Investments first reported a position in Vanguard Total Bond Market in Q2 2016 and has held it in 5 quarters since.
  • Wintrust Investments's Vanguard Total Bond Market position peaked at $268K in Q3 2016.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.