Clearview Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Clearview Wealth 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 Q4	$264K	Buy	3,565 +454	+15%	+$33.8K	0.17%	95
2025 Q3	$231K	Hold	3,111	–	–	0.15%	99
2025 Q2	$229K	Sell	3,111 -55	-2%	-$4K	0.16%	97
2025 Q1	$233K	Buy	3,166 +7	+0.2%	+$508	0.17%	93
2024 Q4	$227K	Buy	3,159 +326	+12%	+$23.8K	0.17%	90
2024 Q3	$213K	Sell	2,833 -351	-11%	-$26K	0.16%	92
2024 Q2	$229K	Buy	3,184 +177	+6%	+$12.7K	0.2%	89
2024 Q1	$218K	Sell	3,007 -729	-20%	-$52.9K	0.22%	101
2023 Q4	$275K	Buy	3,736 +40	+1%	+$2.82K	0.32%	98
2023 Q3	$258K	Sell	3,696 -176	-5%	-$12.6K	0.32%	103
2023 Q2	$281K	Sell	3,872 -4	-0.1%	-$293	0.29%	94
2023 Q1	$286K	Sell	3,876 -20,039	-84%	-$1.47M	0.29%	98
2022 Q4	$1.72M	Buy	+23,915	New	+$1.71M	1.33%	16

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

Clearview Wealth Advisors's BND Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 15% in Q4 2025, buying an estimated $33.8K and bringing the position to 3,565 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #95.

Clearview Wealth Advisors first reported a position in BND in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.72M in Q4 2022. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Clearview Wealth Advisors held 3,565 shares of Vanguard Total Bond Market worth $264K as of Q4 2025.
Clearview Wealth Advisors bought 454 Vanguard Total Bond Market shares in Q4 2025, an estimated $33.8K.
Vanguard Total Bond Market made up 0.17% of Clearview Wealth Advisors's portfolio in Q4 2025, its #95 holding.
Clearview Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 13 quarters since.
Clearview Wealth Advisors's Vanguard Total Bond Market position peaked at $1.72M in Q4 2022.
1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.