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Global Trust Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Global Trust Asset 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
-500
Closed -$36K – 475
2024
Q4 		$36K Sell
500
-1,367
-73% -$99.9K 0.01% 314
2024
Q3 		$140K Buy
1,867
+1,850
+10,882% +$137K 0.05% 208
2024
Q2 		$1.23K Hold
17
– – ﹤0.01% 435
2024
Q1 		$1.24K Hold
17
– – ﹤0.01% 427
2023
Q4 		$1.25K Hold
17
– – ﹤0.01% 414
2023
Q3 		$1.19K Hold
17
– – ﹤0.01% 408
2023
Q2 		$1.24K Hold
17
– – ﹤0.01% 413
2023
Q1 		$1.25K Hold
17
– – ﹤0.01% 397
2022
Q4 		$1.22K Sell
17
-239
-93% -$17.1K ﹤0.01% 383
2022
Q3 		$18K Hold
256
– – 0.01% 287
2022
Q2 		$19K Sell
256
-50
-16% -$3.81K 0.01% 282
2022
Q1 		$24K Sell
306
-10
-3% -$817 0.01% 324
2021
Q4 		$27K Hold
316
– – 0.01% 295
2021
Q3 		$27K Buy
316
+10
+3% +$863 0.01% 269
2021
Q2 		$26K Sell
306
-44
-13% -$3.75K 0.01% 279
2021
Q1 		$30K Buy
350
+65
+23% +$5.61K 0.02% 244
2020
Q4 		$25K Buy
285
+5
+2% +$440 0.01% 267
2020
Q3 		$25K Hold
280
– – 0.02% 235
2020
Q2 		$25K Sell
280
-136
-33% -$11.9K 0.02% 213
2020
Q1 		$36K Sell
416
-260
-38% -$22.1K 0.03% 210
2019
Q4 		$57K Buy
676
+356
+111% +$29.9K 0.03% 216
2019
Q3 		$27K Buy
320
+1
+0.3% +$84 0.02% 224
2019
Q2 		$27K Buy
319
+19
+6% +$1.55K 0.02% 253
2019
Q1 		$25K Buy
300
+23
+8% +$1.84K 0.02% 242
2018
Q4 		$22K Sell
277
-27
-9% -$2.11K 0.02% 229
2018
Q3 		$25K Buy
304
+9
+3% +$711 0.02% 255
2018
Q2 		$23K Buy
295
+132
+81% +$10.4K 0.02% 251
2018
Q1 		$13K Buy
163
+25
+18% +$2K 0.01% 272
2017
Q4 		$11K Buy
+138
New +$11.3K 0.01% 296

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

Global Trust Asset Management's BND Position: Q1 2025 in Review

Global Trust Asset Management sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 500 shares — an estimated $36K sold.

Global Trust Asset Management first reported a position in BND in Q4 2017 and held it in 29 quarters. The position peaked at $140K in Q3 2024. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Global Trust Asset Management reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 500 Vanguard Total Bond Market shares in Q1 2025, an estimated $36K.
  • Global Trust Asset Management first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 29 quarters.
  • Global Trust Asset Management's Vanguard Total Bond Market position peaked at $140K in Q3 2024.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.