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Freestone Capital Holdings’s Vanguard Total Bond Market BND Stock Holding History

Freestone Capital Holdings’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
-6,737
Closed -$495K – 462
2025
Q1 		$495K Sell
6,737
-743
-10% -$53.9K 0.02% 287
2024
Q4 		$538K Sell
7,480
-178,205
-96% -$13M 0.02% 276
2024
Q3 		$3.23M Buy
185,685
+171,263
+1,188% +$12.7M 0.11% 130
2024
Q2 		$1.04M Sell
14,422
-947
-6% -$67.8K 0.04% 209
2024
Q1 		$1.12M Buy
15,369
+827
+6% +$60K 0.04% 198
2023
Q4 		$1.07M Buy
14,542
+1,239
+9% +$87.5K 0.05% 193
2023
Q3 		$928K Buy
13,303
+3,803
+40% +$271K 0.05% 181
2023
Q2 		$691K Sell
9,500
-5,262
-36% -$385K 0.03% 230
2023
Q1 		$1.09M Sell
14,762
-810
-5% -$59.3K 0.05% 185
2022
Q4 		$1.12M Sell
15,572
-10,649
-41% -$763K 0.05% 186
2022
Q3 		$1.87M Sell
26,221
-7,966
-23% -$596K 0.08% 149
2022
Q2 		$2.57M Sell
34,187
-7,657
-18% -$583K 0.1% 145
2022
Q1 		$3.33M Buy
41,844
+38,746
+1,251% +$3.17M 0.13% 148
2021
Q4 		$263K Buy
+3,098
New +$264K 0.01% 429
2021
Q1 		– Sell
-177
Closed -$15.6K – 477
2020
Q4 		$15.6K Sell
177
-62
-26% -$5.46K ﹤0.01% 770
2020
Q3 		$21.1K Buy
+239
New +$21.2K ﹤0.01% 641
2016
Q1 		– Sell
-4,540
Closed -$367K – 332
2015
Q4 		$367K Buy
+4,540
New +$369K 0.04% 283

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
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

Freestone Capital Holdings's BND Position: Q2 2025 in Review

Freestone Capital Holdings sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 6,737 shares — an estimated $495K sold.

Freestone Capital Holdings first reported a position in BND in Q4 2015 and held it in 17 quarters. The position peaked at $3.33M in Q1 2022. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Freestone Capital Holdings reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 6,737 Vanguard Total Bond Market shares in Q2 2025, an estimated $495K.
  • Freestone Capital Holdings first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 17 quarters.
  • Freestone Capital Holdings's Vanguard Total Bond Market position peaked at $3.33M in Q1 2022.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Freestone Capital Holdings's 13F filing for Q2 2025, filed 5 Aug 2025.