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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
2026
Q2 		$1.54M Buy
+20,920
New +$1.54M 0.04% 219
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 $1.81T 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 $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Freestone Capital Holdings's BND Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 20,920 shares worth $1.54M. The stake represents 0.04% of the portfolio and ranks #219 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in BND as recently as Q1 2025.

Freestone Capital Holdings first reported a position in BND in Q4 2015 and has held it in 18 quarters since. The position peaked at $3.33M in Q1 2022. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Freestone Capital Holdings held 20,920 shares of Vanguard Total Bond Market worth $1.54M as of Q2 2026.
  • Vanguard Total Bond Market was a new Freestone Capital Holdings position in Q2 2026.
  • Vanguard Total Bond Market made up 0.04% of Freestone Capital Holdings's portfolio in Q2 2026, its #219 holding.
  • Freestone Capital Holdings first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 18 quarters since.
  • Freestone Capital Holdings's Vanguard Total Bond Market position peaked at $3.33M in Q1 2022.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.