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

Freedom 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 		– Sell
-5,252
Closed -$387K – 217
2025
Q2 		$387K Sell
5,252
-488
-9% -$35.5K 0.03% 518
2025
Q1 		$422K Buy
5,740
+1,147
+25% +$83.2K 0.04% 471
2024
Q4 		$330K Buy
4,593
+154
+3% +$11.3K 0.03% 560
2024
Q3 		$333K Sell
4,439
-160
-3% -$11.8K 0.03% 562
2024
Q2 		$331K Sell
4,599
-392
-8% -$28.1K 0.03% 560
2024
Q1 		$362K Sell
4,991
-2,231
-31% -$162K 0.03% 534
2023
Q4 		$531K Sell
7,222
-402
-5% -$28.4K 0.04% 417
2023
Q3 		$532K Sell
7,624
-908
-11% -$64.8K 0.07% 348
2023
Q2 		$620K Buy
8,532
+5,251
+160% +$385K 0.07% 344
2023
Q1 		$242K Sell
3,281
-1,135
-26% -$83.1K 0.03% 608
2022
Q4 		$317K Buy
4,416
+736
+20% +$52.7K 0.04% 570
2022
Q3 		$263K Sell
3,680
-398
-10% -$29.8K 0.03% 598
2022
Q2 		$307K Buy
4,078
+140
+4% +$10.7K 0.03% 583
2022
Q1 		$313K Buy
3,938
+9
+0.2% +$735 0.03% 605
2021
Q4 		$333K Sell
3,929
-27,736
-88% -$2.36M 0.02% 642
2021
Q3 		$2.71M Buy
31,665
+28,427
+878% +$2.45M 0.21% 113
2021
Q2 		$278K Buy
3,238
+80
+3% +$6.82K 0.02% 701
2021
Q1 		$268K Sell
3,158
-26,119
-89% -$2.25M 0.02% 692
2020
Q4 		$2.58M Sell
29,277
-353,137
-92% -$31.1M 0.28% 76
2020
Q3 		$33.7M Buy
382,414
+4,014
+1% +$356K 3.67% 3
2020
Q2 		$33.4M Sell
378,400
-63,685
-14% -$5.57M 3.64% 2
2020
Q1 		$37.7M Sell
442,085
-3,457
-0.8% -$294K 3.33% 2
2019
Q4 		$37.4M Sell
445,542
-253,804
-36% -$21.3M 3.29% 2
2019
Q3 		$59M Sell
699,346
-18,337
-3% -$1.54M 5.13% 2
2019
Q2 		$59.6M Buy
717,683
+324,234
+82% +$26.4M 4.99% 2
2019
Q1 		$31.9M Sell
393,449
-505,201
-56% -$40.3M 2.56% 4
2018
Q4 		$71.2M Buy
+898,650
New +$70.2M 5.54% 2
2018
Q2 		– Sell
-2,779
Closed -$222K – 971
2018
Q1 		$222K Buy
2,779
+245
+10% +$19.6K 0.01% 991
2017
Q4 		$207K Sell
2,534
-4,264
-63% -$348K 0.01% 1035
2017
Q3 		$557K Buy
+6,798
New +$558K 0.03% 545
2017
Q2 		– Sell
-3,554
Closed -$288K – 1068
2017
Q1 		$288K Sell
3,554
-762
-18% -$61.6K 0.02% 792
2016
Q4 		$349K Sell
4,316
-8,759
-67% -$717K 0.02% 626
2016
Q3 		$1.1M Sell
13,075
-1,101
-8% -$92.7K 0.07% 217
2016
Q2 		$1.2M Sell
14,176
-3,644
-20% -$303K 0.08% 175
2016
Q1 		$1.48M Sell
17,820
-24,305
-58% -$1.99M 0.11% 126
2015
Q4 		$3.4M Buy
42,125
+31,410
+293% +$2.56M 0.26% 46
2015
Q3 		$210K Sell
10,715
-26,182
-71% -$2.13M 0.02% 600
2015
Q2 		$3M Buy
36,897
+71
+0.2% +$5.84K 0.31% 42
2015
Q1 		$3.07M Sell
36,826
-91,324
-71% -$7.59M 0.34% 40
2014
Q4 		$10.6M Sell
128,150
-7,738
-6% -$638K 1.37% 7
2014
Q3 		$11.1M Buy
135,888
+99,479
+273% +$8.16M 1.96% 7
2014
Q2 		$2.99M Sell
36,409
-292,184
-89% -$23.9M 0.5% 20
2014
Q1 		$26.7M Buy
328,593
+222,301
+209% +$18M 5.7% 3
2013
Q4 		$8.51M Buy
106,292
+34,644
+48% +$2.8M 2.11% 7
2013
Q3 		$5.79M Buy
+71,648
New +$5.76M 1.65% 9

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's BND Position: Q3 2025 in Review

Freedom Investment Management sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 5,252 shares — an estimated $387K sold.

Freedom Investment Management first reported a position in BND in Q3 2013 and held it in 45 quarters. The position peaked at $71.2M in Q4 2018. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Freedom Investment Management reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,252 Vanguard Total Bond Market shares in Q3 2025, an estimated $387K.
  • Freedom Investment Management first reported a position in Vanguard Total Bond Market in Q3 2013 and held it in 45 quarters.
  • Freedom Investment Management's Vanguard Total Bond Market position peaked at $71.2M in Q4 2018.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.