Bellwether Advisors’s Vanguard Total Bond Market BND Stock Holding History

Bellwether 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	-735	Closed	-$54.1K	–	189
2025 Q2	$54.1K	Sell	735 -69	-9%	-$5.02K	0.01%	218
2025 Q1	$59.1K	Hold	804	–	–	0.01%	214
2024 Q4	$57.8K	Buy	+804	New	+$58.8K	0.01%	225
2023 Q2	–	Sell	-804	Closed	-$59.4K	–	132
2023 Q1	$59.4K	Hold	804	–	–	0.02%	180
2022 Q4	$57.8K	Sell	804 -44	-5%	-$3.15K	0.02%	179
2022 Q3	$60K	Hold	848	–	–	0.02%	146
2022 Q2	$63K	Hold	848	–	–	0.02%	150
2022 Q1	$67K	Hold	848	–	–	0.02%	179
2021 Q4	$71K	Buy	848 +88	+12%	+$7.5K	0.02%	174
2021 Q3	$64K	Hold	760	–	–	0.02%	193
2021 Q2	$65K	Sell	760 -49	-6%	-$4.18K	0.02%	172
2021 Q1	$68K	Hold	809	–	–	0.03%	154
2020 Q4	$71K	Buy	+809	New	+$71.2K	0.03%	143

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Bellwether Advisors's BND Position: Q3 2025 in Review

Bellwether Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 735 shares — an estimated $54.1K sold.

Bellwether Advisors first reported a position in BND in Q4 2020 and held it in 13 quarters. The position peaked at $71K in Q4 2021. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

Bellwether Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 735 Vanguard Total Bond Market shares in Q3 2025, an estimated $54.1K.
Bellwether Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Vanguard Total Bond Market position peaked at $71K in Q4 2021.
1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.