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Financial Advocates Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Financial Advocates Investment Management’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 		$3.66M Sell
49,253
-94,852
-66% -$6.98M 2.06% 14
2025
Q2 		$10.6M Sell
144,105
-6,742
-4% -$490K 0.86% 27
2025
Q1 		$11.1M Sell
150,847
-7,430
-5% -$539K 0.78% 26
2024
Q4 		$11.4M Buy
158,277
+49,740
+46% +$3.64M 0.65% 30
2024
Q3 		$8.18M Sell
108,537
-47,493
-30% -$3.51M 0.46% 49
2024
Q2 		$11.2M Sell
156,030
-68,824
-31% -$4.93M 0.7% 25
2024
Q1 		$16.3M Sell
224,854
-46,563
-17% -$3.38M 0.95% 11
2023
Q4 		$20M Buy
271,417
+35,922
+15% +$2.54M 1.31% 8
2023
Q3 		$16.4M Buy
235,495
+21,817
+10% +$1.56M 1.18% 13
2023
Q2 		$15.5M Sell
213,678
-2,697
-1% -$198K 1.11% 14
2023
Q1 		$16M Buy
216,375
+36,424
+20% +$2.67M 1.15% 7
2022
Q4 		$12.9M Buy
179,951
+36,869
+26% +$2.64M 0.96% 12
2022
Q3 		$10.2M Sell
143,082
-7,897
-5% -$591K 0.84% 16
2022
Q2 		$11.4M Buy
150,979
+5,606
+4% +$427K 0.92% 15
2022
Q1 		$11.6M Buy
145,373
+2,886
+2% +$236K 0.76% 21
2021
Q4 		$11.9M Sell
142,487
-2,377
-2% -$202K 0.75% 18
2021
Q3 		$12.4M Sell
144,864
-2,566
-2% -$222K 0.84% 17
2021
Q2 		$12.7M Sell
147,430
-3,727
-2% -$318K 0.85% 16
2021
Q1 		$12.8M Buy
151,157
+33,810
+29% +$2.92M 0.91% 15
2020
Q4 		$10.3M Sell
117,347
-13,439
-10% -$1.18M 0.71% 26
2020
Q3 		$11.5M Buy
130,786
+42,710
+48% +$3.79M 0.98% 20
2020
Q2 		$7.78M Sell
88,076
-1,098
-1% -$96K 0.74% 23
2020
Q1 		$7.61M Sell
89,174
-25,700
-22% -$2.18M 1.09% 16
2019
Q4 		$9.63M Buy
114,874
+6,394
+6% +$538K 1.03% 14
2019
Q3 		$9.16M Sell
108,480
-31,844
-23% -$2.67M 1.05% 15
2019
Q2 		$11.7M Sell
140,324
-31,807
-18% -$2.59M 1.35% 10
2019
Q1 		$14M Sell
172,131
-28,772
-14% -$2.3M 1.74% 7
2018
Q4 		$15.9M Sell
200,903
-27,315
-12% -$2.14M 2.17% 4
2018
Q3 		$18M Buy
228,218
+10,734
+5% +$848K 2.01% 6
2018
Q2 		$17.2M Buy
217,484
+12,949
+6% +$1.02M 2.08% 5
2018
Q1 		$16.3M Buy
204,535
+1,578
+0.8% +$126K 2.13% 4
2017
Q4 		$16.6M Buy
+202,957
New +$16.6M 2.26% 4

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 $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 $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's BND Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard Total Bond Market (BND) stake by 66% in Q3 2025, selling an estimated $6.98M and leaving 49,253 shares worth $3.66M. The position accounts for 2.06% of the portfolio, ranked #14.

Financial Advocates Investment Management first reported a position in BND in Q4 2017 and has held it in 32 quarters since. The position peaked at $20M in Q4 2023. 1,653 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Financial Advocates Investment Management held 49,253 shares of Vanguard Total Bond Market worth $3.66M as of Q3 2025.
  • Financial Advocates Investment Management sold 94,852 Vanguard Total Bond Market shares in Q3 2025, an estimated $6.98M.
  • Vanguard Total Bond Market made up 2.06% of Financial Advocates Investment Management's portfolio in Q3 2025, its #14 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Vanguard Total Bond Market position peaked at $20M in Q4 2023.
  • 1,653 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.