AWS
BND icon

Atria Wealth Solutions’s Vanguard Total Bond Market BND Stock Holding History

Atria Wealth Solutions’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
Q2 		$31.8M Sell
433,901
-482,292
-53% -$35.1M 0.72% 17
2025
Q1 		$67.3M Buy
916,193
+128,685
+16% +$9.34M 0.81% 15
2024
Q4 		$56.6M Buy
787,508
+14,761
+2% +$1.08M 0.62% 23
2024
Q3 		$58M Buy
772,747
+30,387
+4% +$2.25M 0.63% 22
2024
Q2 		$53.5M Buy
742,360
+8,525
+1% +$611K 0.59% 22
2024
Q1 		$53.3M Buy
733,835
+47,178
+7% +$3.42M 0.6% 18
2023
Q4 		$50.5M Sell
686,657
-32,259
-4% -$2.28M 0.63% 20
2023
Q3 		$50.2M Buy
718,916
+25,187
+4% +$1.8M 0.7% 19
2023
Q2 		$50.4M Buy
693,729
+8,149
+1% +$597K 0.69% 17
2023
Q1 		$50.6M Buy
685,580
+7,951
+1% +$582K 0.75% 16
2022
Q4 		$48.7M Buy
677,629
+2,554
+0.4% +$183K 0.78% 15
2022
Q3 		$48.2M Buy
675,075
+42,198
+7% +$3.16M 0.83% 15
2022
Q2 		$47.6M Sell
632,877
-43,215
-6% -$3.29M 0.89% 15
2022
Q1 		$53.8M Buy
+676,092
New +$55.2M 0.89% 15

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's BND Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Total Bond Market (BND) stake by 53% in Q2 2025, selling an estimated $35.1M and leaving 433,901 shares worth $31.8M. The position accounts for 0.72% of the portfolio, ranked #17.

Atria Wealth Solutions first reported a position in BND in Q1 2022 and has held it in 14 quarters since. The position peaked at $67.3M in Q1 2025. 1,644 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Atria Wealth Solutions held 433,901 shares of Vanguard Total Bond Market worth $31.8M as of Q2 2025.
  • Atria Wealth Solutions sold 482,292 Vanguard Total Bond Market shares in Q2 2025, an estimated $35.1M.
  • Vanguard Total Bond Market made up 0.72% of Atria Wealth Solutions's portfolio in Q2 2025, its #17 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Total Bond Market position peaked at $67.3M in Q1 2025.
  • 1,644 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.