Etesian Wealth Advisors
BND icon

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

Etesian 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
Q2 		– Sell
-4,532
Closed -$333K – 136
2025
Q1 		$333K Hold
4,532
– – 0.14% 113
2024
Q4 		$326K Hold
4,532
– – 0.14% 118
2024
Q3 		$340K Buy
+4,532
New +$335K 0.15% 120

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Etesian Wealth Advisors's BND Position: Q2 2025 in Review

Etesian Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 4,532 shares — an estimated $333K sold.

Etesian Wealth Advisors first reported a position in BND in Q3 2024 and held it in 3 quarters. The position peaked at $340K in Q3 2024. 1,649 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Etesian Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Etesian Wealth Advisors sold 4,532 Vanguard Total Bond Market shares in Q2 2025, an estimated $333K.
  • Etesian Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2024 and held it in 3 quarters.
  • Etesian Wealth Advisors's Vanguard Total Bond Market position peaked at $340K in Q3 2024.
  • 1,649 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Etesian Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.