Great Lakes Retirement’s Vanguard Total Bond Market BND Stock Holding History

Great Lakes Retirement’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	-11,969	Closed	-$861K	–	205
2024 Q4	$861K	Sell	11,969 -6,188	-34%	-$452K	0.11%	152
2024 Q3	$1.36M	Sell	18,157 -594	-3%	-$44K	0.17%	127
2024 Q2	$1.35M	Sell	18,751 -3,932	-17%	-$282K	0.19%	110
2024 Q1	$1.65M	Sell	22,683 -2,296	-9%	-$167K	0.24%	85
2023 Q4	$1.84M	Sell	24,979 -6,724	-21%	-$475K	0.3%	69
2023 Q3	$2.21M	Sell	31,703 -2,688	-8%	-$192K	0.4%	44
2023 Q2	$2.5M	Sell	34,391 -1,868	-5%	-$137K	0.44%	44
2023 Q1	$2.68M	Buy	+36,259	New	+$2.65M	0.5%	39
2020 Q1	$531K	Buy	6,228 +1,237	+25%	+$105K	0.24%	61
2019 Q4	$418K	Buy	+4,991	New	+$420K	0.13%	145

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Great Lakes Retirement's BND Position: Q1 2025 in Review

Great Lakes Retirement sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 11,969 shares — an estimated $861K sold.

Great Lakes Retirement first reported a position in BND in Q4 2019 and held it in 10 quarters. The position peaked at $2.68M in Q1 2023. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

Great Lakes Retirement reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
Great Lakes Retirement sold 11,969 Vanguard Total Bond Market shares in Q1 2025, an estimated $861K.
Great Lakes Retirement first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 10 quarters.
Great Lakes Retirement's Vanguard Total Bond Market position peaked at $2.68M in Q1 2023.
1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Great Lakes Retirement's 13F filing for Q1 2025, filed 17 Apr 2025.