Balance Wealth’s Vanguard Total Bond Market BND Stock Holding History

Balance Wealth’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	-2,907	Closed	-$216K	–	145
2025 Q3	$216K	Buy	+2,907	New	+$214K	0.05%	129

Other funds holding BND

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

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

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

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

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

Align Financial Hermantown, Minnesota $202M AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Balance Wealth's BND Position: Q4 2025 in Review

Balance Wealth sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 2,907 shares — an estimated $216K sold.

Balance Wealth first reported a position in BND in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 1,787 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Balance Wealth reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
Balance Wealth sold 2,907 Vanguard Total Bond Market shares in Q4 2025, an estimated $216K.
Balance Wealth first reported a position in Vanguard Total Bond Market in Q3 2025 and held it in 1 quarter.
Balance Wealth's Vanguard Total Bond Market position peaked at $216K in Q3 2025.
1,787 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Balance Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.