Goelzer Investment Management 13F: Exits BND Stake
Goelzer Investment Management has completely exited its position in BND, selling 12,500 shares in a recent filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Goelzer Investment Management sold its entire stake of 12,500 shares in Vanguard Total Bond Market Index Fund ETF Shares ($BND), according to a 13F filing with the SEC dated October 16, 2026.
Find the original: Goelzer Investment Management 13F filings on SEC EDGAR
Key Points
- Goelzer Investment Management sold all 12,500 shares of BND, reflecting a 100% decrease in its holdings.
- In related news, Foster Group raised its position in BND, acquiring an additional 85,331 shares, which is a 3.3% increase.
- Recently, Goelzer opened a new stake in SPDR Gold Shares, buying 953 shares worth about $362,941.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Vanguard Total Bond Market Index Fund ETF Shares alert may contain errors. Disclosures
Goelzer Investment Management has sold its entire stake in BND, liquidating 12,500 shares. This move, disclosed in a filing on October 16, 2026, indicates a complete exit from the investment.
What Changed in Goelzer Investment Management's BND Position
Goelzer Investment Management cut its position in BND by 12,500 shares, reducing its holdings to zero in a 100% decrease. The filing reflects the holdings as of the reporting period and may not represent the fund's current position.
Other Institutional Activity in BND
Foster Group made a notable move in the same quarter by increasing its stake in BND. The firm raised its holdings by 85,331 shares, which translates to a 3.3% increase. This suggests that while Goelzer exited, other large investors are still confident in BND.
Vanguard Total Bond Market Index Fund ETF Shares Stock Down 0.1%
As of October 16, 2026, BND is trading recently around $70.74. The stock's performance during this reporting period may influence investor sentiment, especially since Goelzer's decision to sell out could be perceived in the context of broader market trends.
Recent Earnings
There is no recent earnings data available for BND, making it challenging to analyze its current financial health in detail. Without earnings data, investors might look at broader market trends or recent moves by other institutional investors for insights.
Insider Buying and Selling at Vanguard Total Bond Market Index Fund ETF Shares
The lack of insider transactions may imply that internal stakeholders are either holding or not making significant moves at this time.
Analysts Set New Price Targets
The absence of analyst coverage could mean limited market guidance, which may affect investor strategies moving forward.
About BND
BND is an exchange-traded fund that seeks to provide broad exposure to the U.S. bond market. Its recent movements reflect significant decisions by major investors like Goelzer Investment Management and Foster Group, which can influence public perception and trading patterns.
Bottom Line
Goelzer Investment Management's complete exit from BND marks a significant change in its investment strategy. Investors should monitor upcoming filings for further insights into institutional movements, as these can provide valuable information about market trends. The next earnings report will also be watched closely as it could affect how other institutions perceive BND moving forward. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Source: Goelzer Investment Management's 13F filing on $BND (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Goelzer Investment Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
