E3F
BND icon

Eight 31 Financial’s Vanguard Total Bond Market BND Stock Holding History

Eight 31 Financial’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
-9,969
Closed -$717K – 66
2024
Q4 		$717K Sell
9,969
-3,559
-26% -$260K 0.54% 31
2024
Q3 		$1.02M Sell
13,528
-7,236
-35% -$535K 0.78% 24
2024
Q2 		$1.5M Sell
20,764
-3,936
-16% -$282K 1.14% 18
2024
Q1 		$1.79M Buy
24,700
+7,806
+46% +$566K 1.11% 22
2023
Q4 		$1.24M Buy
+16,894
New +$1.19M 0.76% 25

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eight 31 Financial's BND Position: Q1 2025 in Review

Eight 31 Financial sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 9,969 shares — an estimated $717K sold.

Eight 31 Financial first reported a position in BND in Q4 2023 and held it in 5 quarters. The position peaked at $1.79M in Q1 2024. 1,610 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Eight 31 Financial reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Eight 31 Financial sold 9,969 Vanguard Total Bond Market shares in Q1 2025, an estimated $717K.
  • Eight 31 Financial first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 5 quarters.
  • Eight 31 Financial's Vanguard Total Bond Market position peaked at $1.79M in Q1 2024.
  • 1,610 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Eight 31 Financial's 13F filing for Q1 2025, filed 15 May 2025.