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FSA Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

FSA Wealth 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 		$840K Buy
11,301
+39
+0.3% +$2.87K 0.31% 21
2025
Q2 		$829K Sell
11,262
-3,579
-24% -$260K 0.32% 19
2025
Q1 		$1.09M Buy
14,841
+24
+0.2% +$1.74K 0.46% 19
2024
Q4 		$1.07M Buy
14,817
+2,213
+18% +$162K 0.43% 19
2024
Q3 		$947K Buy
+12,604
New +$933K 0.38% 19
2024
Q1 		$1.24M Hold
17,043
– – 0.54% 17
2023
Q4 		$1.25M Sell
17,043
-4,377
-20% -$309K 0.6% 15
2023
Q3 		$1.49M Buy
21,420
+620
+3% +$44.3K 0.84% 13
2023
Q2 		$1.51M Sell
20,800
-343
-2% -$25.1K 0.82% 13
2023
Q1 		$1.56M Hold
21,143
– – 0.91% 13
2022
Q4 		$1.52M Buy
+21,143
New +$1.51M 0.88% 14
2022
Q3 		– Sell
-26,488
Closed -$1.99M – 49
2022
Q2 		$1.99M Sell
26,488
-92,703
-78% -$7.06M 5.53% 6
2022
Q1 		$10.1M Hold
119,191
– – 5.89% 4
2021
Q4 		$10.1M Buy
119,191
+750
+0.6% +$63.9K 5.89% 4
2021
Q3 		$10.1M Buy
118,441
+4,068
+4% +$351K 6.3% 4
2021
Q2 		$9.82M Buy
114,373
+3,631
+3% +$310K 6.17% 4
2021
Q1 		$9.38M Sell
110,742
-66,422
-37% -$5.73M 6.28% 4
2020
Q4 		$15.6M Buy
177,164
+4,058
+2% +$357K 7.81% 4
2020
Q3 		$15.3M Sell
173,106
-858
-0.5% -$76.1K 9.81% 4
2020
Q2 		$15.4M Sell
173,964
-2,840
-2% -$248K 10.46% 3
2020
Q1 		$15.1M Buy
176,804
+15,011
+9% +$1.28M 12.64% 3
2019
Q4 		$13.6M Buy
+161,793
New +$13.6M 9.56% 4

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

FSA Wealth Management's BND Position: Q3 2025 in Review

FSA Wealth Management increased its Vanguard Total Bond Market (BND) stake by 0.35% in Q3 2025, buying an estimated $2.87K and bringing the position to 11,301 shares worth $840K. The position accounts for 0.31% of the portfolio, ranked #21.

FSA Wealth Management first reported a position in BND in Q4 2019 and has held it in 22 quarters since. The position peaked at $15.6M in Q4 2020. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • FSA Wealth Management held 11,301 shares of Vanguard Total Bond Market worth $840K as of Q3 2025.
  • FSA Wealth Management bought 39 Vanguard Total Bond Market shares in Q3 2025, an estimated $2.87K.
  • Vanguard Total Bond Market made up 0.31% of FSA Wealth Management's portfolio in Q3 2025, its #21 holding.
  • FSA Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 22 quarters since.
  • FSA Wealth Management's Vanguard Total Bond Market position peaked at $15.6M in Q4 2020.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.