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Bailard’s Vanguard Total Bond Market BND Stock Holding History

Bailard’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 		– Sell
-1,064,649
Closed -$78.2M – 766
2025
Q1 		$78.2M Buy
+1,064,649
New +$77.3M 2.02% 7
2020
Q3 		– Sell
-3,910
Closed -$345K – 562
2020
Q2 		$345K Buy
+3,910
New +$342K 0.02% 334
2019
Q3 		– Sell
-687,016
Closed -$57.1M – 535
2019
Q2 		$57.1M Buy
+687,016
New +$56M 3.49% 5
2016
Q3 		– Sell
-631,703
Closed -$53.3M – 320
2016
Q2 		$53.3M Sell
631,703
-51,200
-7% -$4.25M 6.34% 3
2016
Q1 		$56.5M Buy
+682,903
New +$55.9M 7.89% 1
2015
Q4 		– Sell
-725,301
Closed -$59.4M – 220
2015
Q3 		$59.4M Buy
+725,301
New +$59.1M 9.28% 2
2015
Q2 		– Sell
-5,923
Closed -$494K – 244
2015
Q1 		$494K Buy
5,923
+2,995
+102% +$249K 0.07% 156
2014
Q4 		$241K Sell
2,928
-716,055
-100% -$59.1M 0.03% 210
2014
Q3 		$58.9M Buy
718,983
+715,632
+21,356% +$58.7M 9.04% 4
2014
Q2 		$275K Buy
3,351
+400
+14% +$32.7K 0.04% 192
2014
Q1 		$240K Sell
2,951
-1,130
-28% -$91.5K 0.04% 191
2013
Q4 		$327K Sell
4,081
-2,885
-41% -$233K 0.05% 168
2013
Q3 		$563K Buy
6,966
+81
+1% +$6.52K 0.11% 146
2013
Q2 		$557K Buy
+6,885
New +$571K 0.1% 131

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bailard's BND Position: Q2 2025 in Review

Bailard sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 1,064,649 shares — an estimated $78.2M sold.

Bailard first reported a position in BND in Q2 2013 and held it in 14 quarters. The position peaked at $78.2M in Q1 2025. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Bailard reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Bailard sold 1,064,649 Vanguard Total Bond Market shares in Q2 2025, an estimated $78.2M.
  • Bailard first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 14 quarters.
  • Bailard's Vanguard Total Bond Market position peaked at $78.2M in Q1 2025.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Bailard's 13F filing for Q2 2025, filed 8 Aug 2025.