Castleview Partners’s Vanguard Total Bond Market BND Stock Holding History

Castleview Partners’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 Q1	–	Sell	-257	Closed	-$18.5K	–	224
2024 Q4	$18.5K	Hold	257	–	–	0.01%	479
2024 Q3	$19.3K	Hold	257	–	–	0.01%	450
2024 Q2	$18.5K	Hold	257	–	–	0.01%	449
2024 Q1	$18.7K	Hold	257	–	–	0.01%	475
2023 Q4	$18.9K	Sell	257 -2,916	-92%	-$206K	0.01%	443
2023 Q3	$221K	Buy	3,173 +2,916	+1,135%	+$208K	0.2%	105
2023 Q2	$18.7K	Hold	257	–	–	0.02%	366
2023 Q1	$19K	Hold	257	–	–	0.02%	353
2022 Q4	$18.5K	Hold	257	–	–	0.02%	306
2022 Q3	$18K	Buy	257 +13	+5%	+$973	0.02%	327
2022 Q2	$9.96K	Sell	244 -13	-5%	-$989	0.01%	455
2022 Q1	$20K	Sell	257 -41,651	-99%	-$3.4M	0.01%	429
2021 Q4	$494	Buy	+41,908	New	+$3.57M	﹤0.01%	527

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Castleview Partners's BND Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 257 shares — an estimated $18.5K sold.

Castleview Partners first reported a position in BND in Q4 2021 and held it in 13 quarters. The position peaked at $221K in Q3 2023. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

Castleview Partners reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 257 Vanguard Total Bond Market shares in Q1 2025, an estimated $18.5K.
Castleview Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 13 quarters.
Castleview Partners's Vanguard Total Bond Market position peaked at $221K in Q3 2023.
1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.