BS

Bangor Savings Bank

13F
Bangor Savings Bank
Last update 2025-04-14 534 Stocks (19 new)
Value $1.06 Bil Turnover 5 %
Countries:
Top Holdings: IVV(15.88%)VGIT(9.82%)IEFA(6.74%)SCHX(6.70%)IJH(5.36%)
Summary Stock Picks Current Portfolio
Bangor Savings Bank Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
299,347
168,203.1
-4.64%
15.880
-0.80%
0.030
-5.85%
-3.43%
567,228.0
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
1,751,162
104,019.0
+15.57%
9.820
+1.32%
0.330
+2.53%
+3.25%
31,782.9
 
IEFA 		iShares Core MSCI EAFE ETF
943,280
71,359.1
+15.27%
6.740
+0.89%
0.060
+7.93%
+13.61%
134,968.4
 
SCHX 		Schwab U.S. Large-Cap ETF
3,214,370
70,973.3
-8.38%
6.700
-0.64%
0.140
-6.16%
-3.45%
51,576.7
 
IJH 		iShares Core S&P Mid-Cap ETF
973,741
56,817.8
+2.16%
5.360
+0.11%
0.060
-7.76%
-5.19%
89,634.6
 
IJR 		iShares Core S&P Small-Cap ETF
490,271
51,267.6
+0.09%
4.840
0%
0.070
-11.31%
-9.83%
76,355.0
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
1,807,628
43,997.7
+8.49%
4.150
+0.32%
0.410
+1.60%
+2.35%
10,895.2
 
IGSB 		iShares 1-3 Year Credit Bond ETF
760,780
39,842.1
+2.59%
3.760
+0.10%
0.180
+1.77%
+2.37%
20,945.6
 
MBB 		iShares MBS ETF
327,152
30,680.3
+3.47%
2.900
+0.10%
0.080
+1.61%
+2.54%
36,778.5
 
GLDM 		SPDR Gold MiniShares Trust
415,196
25,696.5
+12.41%
2.430
+0.27%
0.190
+16.72%
+27.27%
14,784.8
 

Bangor Savings Bank's Historical Top Holdings Breakdowns

Bangor Savings Bank's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGIT 		Vanguard Intermediate-Term Government Bond ETF2025-03-31Add
+1.32%
●
57.44 ($58.5) 59.4
$59.13
1.09%
Add 15.57%
1,751,162
235,981
BAB 		Invesco Taxable Municipal Bond ETF2025-03-31Reduce
-1.17%
●
25.83 ($26.46) 27.09
$26.17
-1.10%
Reduce -93.26%
34,320
-475,046
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+0.89%
●
69.57 ($74.78) 78.65
$79.84
6.77%
Add 15.27%
943,280
124,984
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-0.80%
●
554.06 ($590.51) 615.85
$566.72
-4.03%
Reduce -4.64%
299,347
-14,552
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Reduce
-0.64%
●
21.75 ($23.28) 24.28
$22.32
-4.15%
Reduce -8.38%
3,214,370
-294,084
BKLN 		Invesco Senior Loan ETF2025-03-31Add
+0.50%
●
20.7 ($20.97) 21.15
$20.87
-0.48%
Add 4115.75%
262,093
255,876
SCHF 		Schwab International Equity ETF2025-03-31Add
+0.44%
●
18.36 ($19.62) 20.51
$20.83
6.15%
Add 22.31%
1,285,947
234,589
SCHO 		Schwab Short-Term U.S. Treasury ETF2025-03-31Add
+0.32%
●
24.1 ($24.21) 24.34
$24.28
0.30%
Add 8.49%
1,807,628
141,520
GLDM 		SPDR Gold MiniShares Trust2025-03-31Add
+0.27%
●
52.19 ($56.8) 61.89
$66.17
16.50%
Add 12.41%
415,196
45,837
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31Add
+0.21%
●
100.34 ($100.51) 100.68
$100.47
-0.03%
Add 12.71%
199,235
22,468

Bangor Savings Bank Total Holding History ($B)

To

Bangor Savings Bank's Asset Allocation

To

Bangor Savings Bank Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bangor Savings Bank's Hypothetical Growth since 2025-03-31

Bangor Savings Bank's Yearly Returns

Year Portfolio % % Excess Gain %

Bangor Savings Bank's Holdings Heat Map

Size field:

Bangor Savings Bank's Holdings Bubble Chart

Bangor Savings Bank News

  • 1

Discussions on Bangor Savings Bank

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.