NICOLET BANKSHARES INC BND — VANGUARD TOTAL BOND MARKET

Ownership history in NICOLET BANKSHARES INC  ·  30 quarters on record

AI Ownership Summary

NICOLET BANKSHARES INC reported VANGUARD TOTAL BOND MARKET (BND) in 30 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows BND at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NICOLET BANKSHARES INC's position in VANGUARD TOTAL BOND MARKET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BND was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BND stock page NICOLET BANKSHARES INC fund profile NICOLET BANKSHARES INC full holdings
How NICOLET BANKSHARES INC held BND — position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 294,602 +271,665 +1184.4% 0.80% $21.6M 2026-05-14 $72.91
2025 Q4 ADDED — — — 22,937 +1,514 +7.1% 0.27% $1.7M 2026-02-09 $73.28
2025 Q3 REDUCED 40.8% +1.2% ❌ 21,423 -14,765 -40.8% 0.26% $1.6M 2025-11-13 $72.59
2025 Q2 ADDED — — — 36,188 +7,614 +26.6% 0.46% $2.7M 2025-08-13 $71.38
2025 Q1 REDUCED — — — 28,574 -735 -2.5% 0.42% $2.1M 2025-05-14 $69.04
2024 Q4 ADDED — — — 29,309 +10,368 +54.7% 0.50% $2.1M 2025-02-13 $68.64
2024 Q3 REDUCED 25.0% -2.9% ✅ 18,941 -6,319 -25.0% 0.34% $1.4M 2024-11-12 $68.18
2024 Q2 REDUCED 24.9% +5.2% ❌ 25,260 -8,390 -24.9% 0.45% $1.8M 2024-08-14 $69.33
2024 Q1 ADDED — — — 33,650 +3,835 +12.9% 0.60% $2.4M 2024-05-09 $66.09
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BND

As of 2026 Q1 — sorted by position size

New Jersey Better Educational Savings Trust 3Y 7Y 42.87% BURRUS FINANCIAL SERVICES, INC. 36.38% Sherwood Financial Partners, LLC 32.68% STRATEGIC ADVISORY PARTNERS, LLC 27.13% Arizona PSPRS Trust 26.74% GuidedMoney, LLC 26.55% Gridiron Partners, LLC 26.44% MCMORGAN & CO LLC 3Y 7Y 23.77% CBIZ Investment Advisory Services, LLC 3Y 23.1% HORIZON BANCORP INC /IN/ 3Y 7Y 22.14%

FAQ About NICOLET BANKSHARES INC and BND

These are the practical questions this page is built to answer before you even open the full history table.

How long has NICOLET BANKSHARES INC reported owning BND?

NICOLET BANKSHARES INC reported BND across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BND position in NICOLET BANKSHARES INC's portfolio?

The largest reported portfolio weight for BND was 0.80% in 2026 Q1.

What is the latest reported BND position on this page?

The most recent filing on this page is 2026 Q1, when NICOLET BANKSHARES INC reported 294,602 shares, equal to 0.80% of portfolio, with an estimated market value of $21.6M.

What does the chart on this BND ownership page compare?

The chart compares NICOLET BANKSHARES INC's quarterly BND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NICOLET BANKSHARES INC time their BND position?

Based on 13F filing dates vs. subsequent BND price moves, NICOLET BANKSHARES INC correctly timed 15 out of 28 reported position changes (54%). The annualised alpha on BND relative to SPY over the holding period was -12.4%.

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