Avantax Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Avantax Advisory Services’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	$24.2M	Buy	328,790 +43,535	+15%	+$3.17M	0.13%	120
2025 Q1	$21M	Sell	285,255 -1,309	-0.5%	-$95K	0.13%	128
2024 Q4	$20.6M	Sell	286,564 -12,881	-4%	-$942K	0.13%	118
2024 Q3	$22.5M	Buy	299,445 +16,606	+6%	+$1.23M	0.15%	105
2024 Q2	$20.4M	Buy	282,839 +31,242	+12%	+$2.24M	0.15%	109
2024 Q1	$18.3M	Buy	251,597 +2,030	+0.8%	+$147K	0.16%	101
2023 Q4	$18.4M	Buy	249,567 +32,138	+15%	+$2.27M	0.18%	92
2023 Q3	$15.2M	Buy	217,429 +11,685	+6%	+$834K	0.17%	99
2023 Q2	$15M	Buy	205,744 +7,628	+4%	+$559K	0.17%	100
2023 Q1	$14.6M	Sell	198,116 -5,932	-3%	-$434K	0.18%	96
2022 Q4	$14.7M	Sell	204,048 -7,210	-3%	-$516K	0.2%	86
2022 Q3	$15.1M	Sell	211,258 -36,161	-15%	-$2.71M	0.23%	68
2022 Q2	$18.6M	Buy	247,419 +2,778	+1%	+$211K	0.28%	54
2022 Q1	$19.5M	Buy	244,641 +27,553	+13%	+$2.25M	0.27%	59
2021 Q4	$18.4M	Buy	217,088 +1,992	+0.9%	+$170K	0.28%	57
2021 Q3	$18.4M	Buy	215,096 +8,840	+4%	+$763K	0.31%	51
2021 Q2	$17.7M	Buy	206,256 +7,104	+4%	+$606K	0.32%	49
2021 Q1	$16.9M	Sell	199,152 -26,777	-12%	-$2.31M	0.36%	46
2020 Q4	$19.9M	Sell	225,929 -176,485	-44%	-$15.5M	0.47%	31
2020 Q3	$35.5M	Buy	402,414 +227,115	+130%	+$20.1M	0.57%	32
2020 Q2	$15.5M	Buy	175,299 +34,388	+24%	+$3.01M	0.45%	38
2020 Q1	$12M	Buy	140,911 +12,495	+10%	+$1.06M	0.36%	44
2019 Q4	$10.8M	Buy	128,416 +62,679	+95%	+$5.27M	0.25%	63
2019 Q3	$5.55M	Buy	65,737 +6,135	+10%	+$514K	0.22%	58
2019 Q2	$4.95M	Buy	59,602 +11,781	+25%	+$960K	0.22%	57
2019 Q1	$3.88M	Buy	47,821 +4,211	+10%	+$336K	0.21%	63
2018 Q4	$3.45M	Buy	+43,610	New	+$3.41M	0.58%	40

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avantax Advisory Services's BND Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Total Bond Market (BND) stake by 15% in Q2 2025, buying an estimated $3.17M and bringing the position to 328,790 shares worth $24.2M. The position accounts for 0.13% of the portfolio, ranked #120.

Avantax Advisory Services first reported a position in BND in Q4 2018 and has held it in 27 quarters since. The position peaked at $35.5M in Q3 2020. 1,644 funds tracked by Wall St. Rank hold BND as of Q2 2025.

Avantax Advisory Services held 328,790 shares of Vanguard Total Bond Market worth $24.2M as of Q2 2025.
Avantax Advisory Services bought 43,535 Vanguard Total Bond Market shares in Q2 2025, an estimated $3.17M.
Vanguard Total Bond Market made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #120 holding.
Avantax Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Vanguard Total Bond Market position peaked at $35.5M in Q3 2020.
1,644 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.