US06051GLG28 - Bank of America Corp Stock - Stock Price, Institutional Ownership, Shareholders

Basic Stats
Institutional Owners 2 total, 2 long only, 0 short only, 0 long/short - change of -3.17% MRQ
Average Portfolio Allocation 0.1710 % - change of -1.08% MRQ
Institutional Shares (Long) 1,469,000 (ex 13D/G) - change of -25.24MM shares -94.50% MRQ
Institutional Value (Long) $ 1,500 USD ($1000)
Institutional Ownership and Shareholders

Bank of America Corp (US:US06051GLG28) has 2 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,469,000 shares. Largest shareholders include MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class, and MXFDX - Great-West Core Bond Fund Investor Class .

Bank of America Corp (US06051GLG28) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

US06051GLG28 / Bank of America Corp - 5.202% 2029-04-25 Institutional Ownership
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)		 Shares Δ Shares
(%)		 Reported
Value
($1000)		 Δ Value
(%)		 Port Alloc
(%)
2025-08-28 NP SSAFX - State Street Aggregate Bond Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,482 0.61
2025-08-29 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 1 0.00
2025-07-28 NP GBOAX - JPMorgan Global Bond Opportunities Fund Class A 5,167 0.21
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 31 0.00
2025-06-30 NP AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 278 -48.42
2025-08-27 NP VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,782 0.62
2025-08-27 NP Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 6,132 0.59
2025-08-28 NP JIBFX - Johnson Institutional Core Bond Fund Class I 33,612 0.62
2025-06-30 NP VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75,049 -26.88
2025-07-29 NP MYCI - SPDR SSGA My2029 Corporate Bond ETF 51 0.00
2025-08-19 NP GSGLX - Goldman Sachs Global Income Fund Institutional 2,172 0.60
2025-08-27 NP Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 950 160.99
2025-06-24 NP SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 306 31.90
2025-06-26 NP HCRB - Hartford Core Bond ETF 143 1.42
2025-08-26 NP FLCO - Franklin Liberty Investment Grade Corporate ETF 7,666 8.54
2025-06-26 NP OWSBX - Old Westbury Short-Term Bond Fund 252 1.20
2025-06-30 NP VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares 4,019
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 36
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,129 0.62
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 712 0.28
2025-06-26 NP QLTA - iShares Aaa - A Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 924 1.32
2025-07-25 NP SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 452 -4.03
2025-08-26 NP JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I 460 0.44
2025-08-28 NP PFORX - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 4,600 0.59
2025-08-28 NP PTUIX - PIMCO Total Return Fund IV Institutional Class 818 0.62
2025-07-30 NP AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 356 -53.29
2025-07-28 NP HLLVX - JPMorgan Short Duration Bond Fund Class I 51,926 100.45
2025-06-24 NP Mfs Multimarket Income Trust 356 1.14
2025-07-25 NP AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,079 -44.47
2025-07-28 NP JPIB - JPMorgan Global Bond Opportunities ETF 508 0.20
2025-07-29 NP VWELX - VANGUARD WELLINGTON FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,988 274.64
2025-08-19 NP GSGDX - Goldman Sachs Investment Grade Credit Fund Institutional 1,237 0.65
2025-07-24 NP FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,032 0.20
2025-08-28 NP STFBX - State Farm Balanced Fund 255 0.79
2025-08-26 NP IMBAX - Voya Limited Maturity Bond Portfolio Class ADV 93 -60.43
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 549 0.55
2025-08-28 NP SPSB - SPDR(R) Portfolio Short Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,072
2025-07-24 NP FNSOX - Fidelity Short-Term Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 762 0.26
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 200 0.50
2025-04-24 NP LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,381 17.60
2025-08-21 NP MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class 804,000 0.00 822 0.61
2025-08-29 NP BOND - PIMCO Active Bond Exchange-Traded Fund 8,586 0.59
2025-06-26 NP BlackRock ETF Trust II - BlackRock Total Return ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77 -34.48
2025-06-26 NP AAEYX - Core Fixed Income Fund 255 1.19
2025-08-19 NP GSCUX - Goldman Sachs Income Fund Class P Shares 153 0.66
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 203 1.50
2025-06-26 NP MFWTX - MFS Global Total Return Fund A 527 1.35
2025-03-27 NP BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 171 0.00
2025-08-25 NP HIABX - Hartford Total Return Bond Hls Fund Ia 215 0.47
2025-08-29 NP PUBAX - PIMCO Dynamic Bond Fund A 1,738 0.58
2025-06-17 NP GSBIX - Goldman Sachs Income Builder Fund Institutional 1,726 -2.71
2025-05-28 NP JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I 295 1.03
2025-05-30 NP PMDRX - PIMCO Moderate Duration Fund Institutional 706 1.15
2025-07-22 NP GSIG - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 22 0.00
2025-07-30 NP APCB - ActivePassive Core Bond ETF 268 0.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 603 0.50
2025-07-28 NP WOBDX - JPMorgan Core Bond Fund Class I 34,956 0.20
2025-08-26 NP IOSAX - Voya Global Bond Portfolio Class ADV 9 -59.09
2025-08-28 NP SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,987 -14.34
2025-06-24 NP MIXIX - MainStay Short Term Bond Fund Class I 388 1.31
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 118 1.72
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 2,044 0.59
2025-08-29 NP PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4,932 -44.38
2025-07-24 NP FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 203 0.50
2025-03-27 NP LUBIX - Thrivent Income Fund Class A 1,513 -0.13
2025-07-25 NP GBF - iShares Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61 0.00
2025-07-28 NP JSCP - JPMorgan Short Duration Core Plus ETF 884 0.23
2025-07-28 NP VCAAX - Asset Allocation Fund 51 0.00
2025-08-26 NP ILUAX - Voya U.S. Bond Index Portfolio Class ADV 467 0.65
2025-08-27 NP BBCPX - Bridge Builder Core Plus Bond Fund 15,227 -26.80
2025-07-28 NP CBRAX - JPMorgan Corporate Bond Fund Class A 759 0.26
2025-06-26 NP MSTRX - Morningstar Total Return Bond Fund 148 -59.00
2025-08-29 NP QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 301 0.67
2025-07-28 NP JCPB - JPMorgan Core Plus Bond ETF 1,209 0.25
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 477 0.63
2025-08-28 NP PIMCO FUNDS - PIMCO Sector Fund Series - I 7,920 0.58
2025-07-28 NP TIFUX - International Fixed Income Fund 508 0.20
2025-06-25 NP INGBX - Voya Global Bond Fund Class A 4 -83.33
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,297 0.61
2025-03-27 NP SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 202 0.00
2025-07-29 NP VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 696 0.29
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 378 0.80
2025-08-26 NP JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I 133 0.00
2025-06-26 NP HSDAX - THE HARTFORD SHORT DURATION FUND Class A 4,086 1.26
2025-08-27 NP VWINX - VANGUARD WELLESLEY INCOME FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,379 61.44
2025-08-14 NP BCOIX - Baird Core Plus Bond Fund Institutional 15,329 0.59
2025-08-28 NP SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 623 -0.95
2025-07-24 NP FHMFX - Fidelity Series Corporate Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,081 0.20
2025-08-25 NP SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,058 0.67
2025-08-28 NP JIBEX - Johnson Institutional Intermediate Bond Fund Class I 5,488 0.61
2025-06-25 NP BKAG - BNY Mellon Core Bond ETF 133 0.76
2025-06-30 NP GTO - Invesco Total Return Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89 -56.00
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 918 -28.25
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 1,036 0.58
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 301 0.67
2025-07-25 NP MGBAX - MFS Global Bond Fund A 757 0.26
2025-08-11 NP Six Circles Trust - Six Circles Global Bond Fund 31 0.00
2025-07-28 NP HLIPX - JPMorgan Core Plus Bond Fund Class I 2,407 0.21
2025-07-29 NP VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70,049 5.22
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 1,022 0.59
2025-07-29 NP MYCH - SPDR SSGA My2028 Corporate Bond ETF 332 -27.51
2025-08-28 NP JENHX - Johnson Enhanced Return Fund 5,033 65.18
2025-08-29 NP PTCIX - PIMCO Long-Term Credit Bond Fund Institutional 2,760 -58.86
2025-06-26 NP BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,594 1.33
2025-08-27 NP VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,893 2.58
2025-08-28 NP SIOAX - SIMT MULTI-ASSET INCOME FUND Class F 1,017 0.59
2025-06-26 NP ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,067 1.33
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 250 0.81
2025-08-26 NP BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,939
2025-08-27 NP BBTBX - Bridge Builder Core Bond Fund 4,323 0.58
2025-08-29 NP PSCSX - PIMCO StocksPLUS Small Fund Institutional 1,022 0.59
2025-06-26 NP SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,739 7.84
2025-05-19 NP MOFTX - Mercer Opportunistic Fixed Income Fund Class I 3,917 1.14
2025-08-21 NP MXFDX - Great-West Core Bond Fund Investor Class 665,000 0.00 680 0.59
2025-07-28 NP JSIAX - JPMorgan Unconstrained Debt Fund Class A 447 0.22
2025-05-30 NP PLRIX - PIMCO Long Duration Total Return Fund Institutional 4,370 1.11
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,095 0.62
2025-07-24 NP FLTB - Fidelity Limited Term Bond ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 305 0.00
2025-07-25 NP Mfs Charter Income Trust 60 0.00
2025-08-29 NP VPVFHIV - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 1,329 0.53
2025-06-24 NP MBNAX - MainStay Balanced Fund Class A 674 1.35
2025-08-27 NP VCOBX - Vanguard Core Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,760 0.62
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 940 1.29
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 7,154
2025-08-29 NP PONAX - PIMCO Income Fund Class A 10,835 -24.92
2025-08-26 NP JBSSX - JPMorgan SmartRetirement* Blend 2025 Fund Class I 439 0.69
2025-04-23 NP ELQD - iShares ESG Advanced Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25 0.00
2025-07-25 NP EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 239 0.00
2025-08-28 NP PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 1,227 0.57
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 2,804 1.26
2025-07-25 NP GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 788 -2.24
2025-08-25 NP MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 272 0.37
2025-07-25 NP IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,298 -5.32
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,119 120.71
2025-07-25 NP PNIIX - Bond Market Index Fund Institutional Class 254 0.40
2025-08-18 NP PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 204 0.49
2025-07-22 NP GCOR - Goldman Sachs Access U.S. Aggregate Bond ETF 356 -28.66
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 165 0.61
2025-08-28 NP JIBDX - Johnson Institutional Short Duration Bond Fund Class I 3,168 0.64
2025-08-27 NP ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 2,500 0.60
2025-08-20 NP CGSD - Capital Group Short Duration Income ETF Share Class 1,351 30.15
2025-06-23 NP PGDIX - Global Diversified Income Fund Institutional Class 102 2.00
2025-07-29 NP ACCEX - Invesco Corporate Bond Fund Class C 3,084 -14.07
2025-08-27 NP VIITX - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,321 0.62
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 25 0.00
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 760 0.66
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 122 0.83
2025-09-02 NP NTIIX - Navigator Tactical Investment Grade Bond Fund Class I 1,222 -0.24
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 204 0.49
2025-08-19 NP GSFIX - Goldman Sachs Core Fixed Income Fund Institutional 9,407 -13.28
2025-08-26 NP JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I 460 183.33
2025-08-25 NP IIBOX - Voya Intermediate Bond Fund Class R 684 -65.31
2025-07-28 NP JPMorgan Institutional Trust - JPMorgan Core Bond Trust 1,921 0.21
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,213 -0.29
2025-07-24 NP FNDSX - Fidelity Sustainability Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51 0.00
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 1,492 0.61
2025-08-28 NP PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 1,840 0.55
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 521 -3.16
2025-06-25 NP FSIG - First Trust Limited Duration Investment Grade Corporate ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,512 1.29
2025-08-26 NP BSBAX - Northern Short Bond Fund 1,645 0.61
2025-08-28 NP PCLAX - PIMCO CommoditiesPLUS Strategy Fund Class A 204 0.49
2025-07-30 NP FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 662 382.48
2025-08-27 NP VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41,979 0.74
2025-05-19 NP MSDYX - Mercer Short Duration Fixed Income Fund Class Y-3 14 0.00
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 460 0.44
2025-08-25 NP IASBX - Voya Short Term Bond Fund Class A 304 -60.75
2025-08-28 NP JCPLX - Johnson Core Plus Bond Fund 700 0.72
2025-05-27 NP Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 193 1.05
2025-07-28 NP JCPI - JPMorgan Inflation Managed Bond ETF 1,775 -10.08
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 220 0.46
2025-08-25 NP SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 613 0.66
2025-07-25 NP SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,255 -8.26
2025-08-28 NP SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,124 -11.22
2025-08-27 NP OAFIX - Optimum Fixed Income Fund Class A 715 0.56
2025-08-19 NP GSFAX - Goldman Sachs Bond Fund Class A 1,635 0.62
2025-08-28 NP DODIX - Dodge & Cox Income Fund 25,478 0.59
2025-08-29 NP VPVTRDV - PIMCO Total Return Portfolio Administrative 1,124 0.63
2025-07-29 NP ACPSX - Invesco Core Plus Bond Fund Class A 424 -52.10
2025-08-26 NP IIBPX - Voya Intermediate Bond Portfolio Class ADV 83 -64.81
2025-08-26 NP GMDYX - MEDIUM-DURATION BOND FUND Institutional 4,482 0.61
2025-06-26 NP NEAR - iShares Short Maturity Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,231 1.02
2025-07-24 NP FYBTX - Fidelity Series Short-Term Credit Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,129 0.21
2025-07-25 NP SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 508 0.20
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