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

Atticus 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 Q1	–	Sell	-100	Closed	-$7.21K	–	519
2024 Q4	$7.21K	Buy	100 +1	+1%	+$73	﹤0.01%	408
2024 Q3	$7.44K	Buy	99 +1	+1%	+$74	﹤0.01%	411
2024 Q2	$7.07K	Buy	98 +1	+1%	+$72	﹤0.01%	409
2024 Q1	$7.07K	Sell	97 -49	-34%	-$3.56K	﹤0.01%	426
2023 Q4	$10.7K	Buy	146 +97	+198%	+$6.85K	﹤0.01%	395
2023 Q3	$3.42K	Hold	49	–	–	﹤0.01%	470
2023 Q2	$3.56K	Hold	49	–	–	﹤0.01%	462
2023 Q1	$3.62K	Hold	49	–	–	﹤0.01%	450
2022 Q4	$3.52K	Sell	49 -210	-81%	-$15K	﹤0.01%	437
2022 Q3	$19K	Hold	259	–	–	0.01%	315
2022 Q2	$19K	Sell	259 -7,113	-96%	-$541K	0.01%	344
2022 Q1	$586K	Buy	+7,372	New	+$602K	0.21%	72
2020 Q1	–	Sell	-1,585	Closed	-$133K	–	322
2019 Q4	$133K	Buy	+1,585	New	+$133K	0.08%	111

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atticus Wealth Management's BND Position: Q1 2025 in Review

Atticus Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 100 shares — an estimated $7.21K sold.

Atticus Wealth Management first reported a position in BND in Q4 2019 and held it in 13 quarters. The position peaked at $586K in Q1 2022. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

Atticus Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
Atticus Wealth Management sold 100 Vanguard Total Bond Market shares in Q1 2025, an estimated $7.21K.
Atticus Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 13 quarters.
Atticus Wealth Management's Vanguard Total Bond Market position peaked at $586K in Q1 2022.
1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.