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Fortis Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Fortis Capital 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
Q1 		– Sell
-4,084
Closed -$294K – 156
2024
Q4 		$294K Buy
+4,084
New +$299K 0.05% 108
2023
Q2 		– Sell
-3,406
Closed -$251K – 109
2023
Q1 		$251K Sell
3,406
-2,058
-38% -$151K 0.1% 85
2022
Q4 		$393K Sell
5,464
-5,092
-48% -$365K 0.29% 65
2022
Q3 		$753K Sell
10,556
-1,814
-15% -$136K 0.64% 46
2022
Q2 		$931K Buy
+12,370
New +$941K 0.91% 29

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 $374B AUM 17.66% 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

Fortis Capital Management's BND Position: Q1 2025 in Review

Fortis Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 4,084 shares — an estimated $294K sold.

Fortis Capital Management first reported a position in BND in Q2 2022 and held it in 5 quarters. The position peaked at $931K in Q2 2022. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Fortis Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Management sold 4,084 Vanguard Total Bond Market shares in Q1 2025, an estimated $294K.
  • Fortis Capital Management first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 5 quarters.
  • Fortis Capital Management's Vanguard Total Bond Market position peaked at $931K in Q2 2022.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Fortis Capital Management's 13F filing for Q1 2025, filed 9 May 2025.