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

Angeles 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
Q4 		– Sell
-4,601
Closed -$342K – 466
2025
Q3 		$342K Sell
4,601
-137
-3% -$10.1K 0.02% 236
2025
Q2 		$349K Buy
+4,738
New +$345K 0.02% 232
2023
Q1 		– Sell
-78,921
Closed -$5.67M – 207
2022
Q4 		$5.67M Buy
78,921
+3,089
+4% +$221K 0.99% 20
2022
Q3 		$5.41M Sell
75,832
-5,704
-7% -$427K 1.07% 20
2022
Q2 		$6.14M Sell
81,536
-11,343
-12% -$863K 1.23% 19
2022
Q1 		$7.39M Buy
+92,879
New +$7.59M 1.4% 17

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Angeles Wealth Management's BND Position: Q4 2025 in Review

Angeles Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 4,601 shares — an estimated $342K sold.

Angeles Wealth Management first reported a position in BND in Q1 2022 and held it in 6 quarters. The position peaked at $7.39M in Q1 2022. 1,795 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Angeles Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 4,601 Vanguard Total Bond Market shares in Q4 2025, an estimated $342K.
  • Angeles Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2022 and held it in 6 quarters.
  • Angeles Wealth Management's Vanguard Total Bond Market position peaked at $7.39M in Q1 2022.
  • 1,795 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.