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Choate Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Choate Investment 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
-574
Closed -$42.3K – 429
2025
Q2 		$42.3K Buy
+574
New +$41.7K ﹤0.01% 443
2024
Q3 		– Sell
-5,366
Closed -$387K – 386
2024
Q2 		$387K Buy
5,366
+245
+5% +$17.5K 0.01% 278
2024
Q1 		$372K Sell
5,121
-10
-0.2% -$726 0.01% 304
2023
Q4 		$377K Buy
5,131
+121
+2% +$8.54K 0.01% 281
2023
Q3 		$350K Hold
5,010
– – 0.01% 275
2023
Q2 		$364K Sell
5,010
-275
-5% -$20.1K 0.02% 227
2023
Q1 		$390K Buy
5,285
+3,504
+197% +$256K 0.02% 205
2022
Q4 		$128K Sell
1,781
-1,908
-52% -$137K 0.01% 279
2022
Q3 		$263K Sell
3,689
-3,610
-49% -$270K 0.02% 214
2022
Q2 		$550K Sell
7,299
-7,987
-52% -$608K 0.03% 159
2022
Q1 		$1.22M Sell
15,286
-484
-3% -$39.5K 0.06% 127
2021
Q4 		$1.34M Sell
15,770
-3,255
-17% -$277K 0.08% 116
2021
Q3 		$1.63M Sell
19,025
-5
-0% -$432 0.1% 82
2021
Q2 		$1.64M Sell
19,030
-165
-0.9% -$14.1K 0.1% 79
2021
Q1 		$1.63M Hold
19,195
– – 0.1% 82
2020
Q4 		$1.69M Sell
19,195
-2,261
-11% -$199K 0.1% 77
2020
Q3 		$1.89M Buy
21,456
+2,094
+11% +$186K 0.12% 70
2020
Q2 		$1.71M Sell
19,362
-46
-0.2% -$4.02K 0.12% 67
2020
Q1 		$1.66M Buy
19,408
+10,670
+122% +$906K 0.13% 69
2019
Q4 		$733K Sell
8,738
-20
-0.2% -$1.68K 0.04% 130
2019
Q3 		$739K Buy
8,758
+30
+0.3% +$2.52K 0.05% 131
2019
Q2 		$725K Buy
8,728
+57
+0.7% +$4.64K 0.04% 131
2019
Q1 		$704K Buy
8,671
+5,390
+164% +$430K 0.04% 135
2018
Q4 		$260K Sell
3,281
-2,795
-46% -$218K 0.02% 195
2018
Q3 		$478K Sell
6,076
-39,645
-87% -$3.13M 0.03% 142
2018
Q2 		$3.62M Sell
45,721
-3,344
-7% -$264K 0.21% 55
2018
Q1 		$3.92M Sell
49,065
-1,638
-3% -$131K 0.21% 54
2017
Q4 		$4.14M Sell
50,703
-13,457
-21% -$1.1M 0.21% 60
2017
Q3 		$5.26M Sell
64,160
-47,819
-43% -$3.92M 0.28% 42
2017
Q2 		$9.16M Sell
111,979
-112,571
-50% -$9.19M 0.52% 30
2017
Q1 		$18.2M Sell
224,550
-42,525
-16% -$3.44M 1.06% 15
2016
Q4 		$21.6M Buy
+267,075
New +$21.9M 1.37% 9
2016
Q1 		– Sell
-4,719
Closed -$389K – 247
2015
Q4 		$389K Buy
+4,719
New +$384K 0.03% 193
2015
Q3 		– Sell
-6,696
Closed -$544K – 252
2015
Q2 		$544K Buy
6,696
+65
+1% +$5.35K 0.03% 155
2015
Q1 		$553K Buy
6,631
+1,912
+41% +$159K 0.03% 160
2014
Q4 		$389K Sell
4,719
-1,750
-27% -$144K 0.02% 196
2014
Q3 		$530K Sell
6,469
-3,452
-35% -$283K 0.03% 170
2014
Q2 		$816K Buy
9,921
+935
+10% +$76.4K 0.05% 141
2014
Q1 		$730K Buy
8,986
+3,986
+80% +$323K 0.05% 149
2013
Q4 		$400K Hold
5,000
– – 0.03% 197
2013
Q3 		$404K Buy
5,000
+616
+14% +$49.6K 0.03% 185
2013
Q2 		$355K Buy
+4,384
New +$364K 0.03% 197

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

Choate Investment Advisors's BND Position: Q3 2025 in Review

Choate Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 574 shares — an estimated $42.3K sold.

Choate Investment Advisors first reported a position in BND in Q2 2013 and held it in 42 quarters. The position peaked at $21.6M in Q4 2016. 1,652 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Choate Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 574 Vanguard Total Bond Market shares in Q3 2025, an estimated $42.3K.
  • Choate Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 42 quarters.
  • Choate Investment Advisors's Vanguard Total Bond Market position peaked at $21.6M in Q4 2016.
  • 1,652 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.