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Accredited Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$331K Sell
260
-22,954
-99% -$1.69M 0.25% 53
2025
Q2 		$1.71M Sell
23,214
-595
-2% -$43.3K 1.39% 18
2025
Q1 		$1.75M Sell
23,809
-118
-0.5% -$8.56K 1.48% 15
2024
Q4 		$1.72M Buy
+23,927
New +$1.75M 1.51% 18

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accredited Wealth Management's BND Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 99% in Q3 2025, selling an estimated $1.69M and leaving 260 shares worth $331K. The position accounts for 0.25% of the portfolio, ranked #53.

Accredited Wealth Management first reported a position in BND in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.75M in Q1 2025. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Accredited Wealth Management held 260 shares of Vanguard Total Bond Market worth $331K as of Q3 2025.
  • Accredited Wealth Management sold 22,954 Vanguard Total Bond Market shares in Q3 2025, an estimated $1.69M.
  • Vanguard Total Bond Market made up 0.25% of Accredited Wealth Management's portfolio in Q3 2025, its #53 holding.
  • Accredited Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Vanguard Total Bond Market position peaked at $1.75M in Q1 2025.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.