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

AllSquare 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 		$335K Buy
4,508
+554
+14% +$40.8K 0.18% 78
2025
Q2 		$291K Sell
3,954
-20
-0.5% -$1.46K 0.16% 82
2025
Q1 		$292K Sell
3,974
-1,000
-20% -$72.6K 0.17% 80
2024
Q4 		$358K Sell
4,974
-25
-0.5% -$1.83K 0.21% 71
2024
Q3 		$375K Buy
4,999
+15
+0.3% +$1.11K 0.21% 66
2024
Q2 		$359K Hold
4,984
– – 0.22% 63
2024
Q1 		$362K Sell
4,984
-35
-0.7% -$2.54K 0.21% 67
2023
Q4 		$369K Hold
5,019
– – 0.23% 61
2023
Q3 		$350K Sell
5,019
-20
-0.4% -$1.43K 0.23% 63
2023
Q2 		$367K Sell
5,039
-1,110
-18% -$81.3K 0.24% 59
2023
Q1 		$454K Sell
6,149
-75
-1% -$5.49K 0.29% 51
2022
Q4 		$447K Sell
6,224
-30
-0.5% -$2.15K 0.31% 48
2022
Q3 		$446K Hold
6,254
– – 0.32% 44
2022
Q2 		$471K Sell
6,254
-40
-0.6% -$3.04K 0.32% 46
2022
Q1 		$501K Sell
6,294
-1,203
-16% -$98.3K 0.3% 48
2021
Q4 		$635K Sell
7,497
-1,124
-13% -$95.7K 0.37% 36
2021
Q3 		$737K Buy
8,621
+145
+2% +$12.5K 0.44% 31
2021
Q2 		$728K Sell
8,476
-10
-0.1% -$853 0.42% 31
2021
Q1 		$719K Buy
8,486
+1,104
+15% +$95.2K 0.44% 30
2020
Q4 		$651K Buy
7,382
+2,300
+45% +$202K 0.43% 29
2020
Q3 		$448K Buy
5,082
+456
+10% +$40.4K 0.33% 43
2020
Q2 		$409K Sell
4,626
-50
-1% -$4.37K 0.31% 47
2020
Q1 		$399K Sell
4,676
-168
-3% -$14.3K 0.35% 43
2019
Q4 		$406K Buy
4,844
+600
+14% +$50.4K 0.28% 51
2019
Q3 		$358K Sell
4,244
-80
-2% -$6.71K 0.27% 49
2019
Q2 		$359K Buy
4,324
+286
+7% +$23.3K 0.27% 50
2019
Q1 		$328K Sell
4,038
-785
-16% -$62.7K 0.25% 53
2018
Q4 		$382K Sell
4,823
-899
-16% -$70.3K 0.32% 45
2018
Q3 		$450K Sell
5,722
-1,458
-20% -$115K 0.34% 44
2018
Q2 		$569K Sell
7,180
-2,235
-24% -$177K 0.43% 36
2018
Q1 		$753K Buy
9,415
+567
+6% +$45.4K 0.6% 18
2017
Q4 		$722K Buy
8,848
+925
+12% +$75.6K 0.57% 24
2017
Q3 		$649K Buy
7,923
+292
+4% +$24K 0.53% 25
2017
Q2 		$624K Buy
7,631
+1,932
+34% +$158K 0.63% 18
2017
Q1 		$462K Buy
5,699
+1,758
+45% +$142K 0.41% 33
2016
Q4 		$318K Buy
3,941
+3,875
+5,871% +$317K 0.29% 44
2016
Q3 		$6K Sell
66
-15
-19% -$1.26K 0.01% 245
2016
Q2 		$7K Sell
81
-68
-46% -$5.65K 0.01% 219
2016
Q1 		$12K Sell
149
-3
-2% -$245 0.01% 201
2015
Q4 		$12K Sell
152
-160
-51% -$13K 0.01% 204
2015
Q3 		$26K Sell
312
-249
-44% -$20.3K 0.03% 150
2015
Q2 		$46K Sell
561
-1,974
-78% -$162K 0.04% 124
2015
Q1 		$211K Sell
2,535
-105
-4% -$8.73K 0.2% 49
2014
Q4 		$217K Buy
+2,640
New +$218K 0.21% 49

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

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

AllSquare Wealth Management increased its Vanguard Total Bond Market (BND) stake by 14% in Q3 2025, buying an estimated $40.8K and bringing the position to 4,508 shares worth $335K. The position accounts for 0.18% of the portfolio, ranked #78.

AllSquare Wealth Management first reported a position in BND in Q4 2014 and has held it in 44 quarters since. The position peaked at $753K in Q1 2018. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • AllSquare Wealth Management held 4,508 shares of Vanguard Total Bond Market worth $335K as of Q3 2025.
  • AllSquare Wealth Management bought 554 Vanguard Total Bond Market shares in Q3 2025, an estimated $40.8K.
  • Vanguard Total Bond Market made up 0.18% of AllSquare Wealth Management's portfolio in Q3 2025, its #78 holding.
  • AllSquare Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 44 quarters since.
  • AllSquare Wealth Management's Vanguard Total Bond Market position peaked at $753K in Q1 2018.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.