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

Bristlecone 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 		$22.6M Buy
303,262
+59,381
+24% +$4.37M 1.88% 14
2025
Q2 		$18M Sell
243,881
-1,246
-0.5% -$90.6K 1.51% 17
2025
Q1 		$18M Buy
245,127
+30,165
+14% +$2.19M 1.47% 16
2024
Q4 		$15.5M Buy
214,962
+15,952
+8% +$1.17M 1.21% 21
2024
Q3 		$14.9M Buy
199,010
+26,079
+15% +$1.93M 1.2% 21
2024
Q2 		$12.5M Buy
172,931
+16,671
+11% +$1.19M 1.06% 24
2024
Q1 		$11.3M Buy
156,260
+92,440
+145% +$6.71M 1% 27
2023
Q4 		$4.69M Buy
63,820
+16,215
+34% +$1.14M 0.47% 46
2023
Q3 		$3.32M Buy
47,605
+29,450
+162% +$2.1M 0.37% 56
2023
Q2 		$1.32M Buy
+18,155
New +$1.33M 0.13% 116

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

Bristlecone Advisors's BND Position: Q3 2025 in Review

Bristlecone Advisors increased its Vanguard Total Bond Market (BND) stake by 24% in Q3 2025, buying an estimated $4.37M and bringing the position to 303,262 shares worth $22.6M. The position accounts for 1.88% of the portfolio, ranked #14.

Bristlecone Advisors first reported a position in BND in Q2 2023 and has held it in 10 quarters since. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Bristlecone Advisors held 303,262 shares of Vanguard Total Bond Market worth $22.6M as of Q3 2025.
  • Bristlecone Advisors bought 59,381 Vanguard Total Bond Market shares in Q3 2025, an estimated $4.37M.
  • Vanguard Total Bond Market made up 1.88% of Bristlecone Advisors's portfolio in Q3 2025, its #14 holding.
  • Bristlecone Advisors first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 10 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.