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Baltimore-Washington Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Baltimore-Washington Financial Advisors’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
Q3 		– Sell
-3,700
Closed -$272K – 178
2025
Q2 		$272K Sell
3,700
-1,826
-33% -$133K 0.01% 148
2025
Q1 		$406K Buy
+5,526
New +$401K 0.02% 109
2022
Q4 		– Sell
-14,147
Closed -$1.03M – 135
2022
Q3 		$1.03M Buy
14,147
+7,492
+113% +$561K 0.09% 94
2022
Q2 		$500K Sell
6,655
-132,201
-95% -$10.1M 0.05% 93
2022
Q1 		$11.8M Buy
138,856
+14,732
+12% +$1.2M 1.15% 35
2021
Q4 		$10.5M Sell
124,124
-12,861
-9% -$1.1M 0.85% 50
2021
Q3 		$11.7M Sell
136,985
-264
-0.2% -$22.8K 1.03% 39
2021
Q2 		$11.8M Sell
137,249
-1,607
-1% -$137K 1.1% 37
2021
Q1 		$11.8M Buy
138,856
+14,002
+11% +$1.21M 1.2% 35
2020
Q4 		$11M Buy
124,854
+39,029
+45% +$3.43M 1.2% 36
2020
Q3 		$7.57M Buy
85,825
+46,600
+119% +$4.13M 0.98% 42
2020
Q2 		$3.46M Buy
39,225
+10,068
+35% +$880K 0.48% 69
2020
Q1 		$2.49M Buy
29,157
+13,398
+85% +$1.14M 0.45% 68
2019
Q4 		$1.32M Buy
15,759
+7,957
+102% +$669K 0.19% 80
2019
Q3 		$658K Buy
7,802
+2,696
+53% +$226K 0.11% 84
2019
Q2 		$424K Buy
5,106
+683
+15% +$55.6K 0.07% 88
2019
Q1 		$359K Buy
+4,423
New +$353K 0.06% 89
2014
Q4 		– Sell
-415
Closed -$34K – 262
2014
Q3 		$34K Hold
415
– – 0.01% 155
2014
Q2 		$34K Hold
415
– – 0.01% 178
2014
Q1 		$34K Hold
415
– – 0.01% 154
2013
Q4 		$33K Buy
+415
New +$33.5K 0.01% 187

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

Baltimore-Washington Financial Advisors's BND Position: Q3 2025 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 3,700 shares — an estimated $272K sold.

Baltimore-Washington Financial Advisors first reported a position in BND in Q4 2013 and held it in 21 quarters. The position peaked at $11.8M in Q2 2021. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Baltimore-Washington Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 3,700 Vanguard Total Bond Market shares in Q3 2025, an estimated $272K.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2013 and held it in 21 quarters.
  • Baltimore-Washington Financial Advisors's Vanguard Total Bond Market position peaked at $11.8M in Q2 2021.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.