IWA
BND icon

Icon Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Icon Wealth Advisors’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
Q4 		– Sell
-1,403
Closed -$104K – 410
2025
Q3 		$104K Sell
1,403
-606
-30% -$44.6K 0.01% 500
2025
Q2 		$148K Sell
2,009
-1,297
-39% -$94.3K 0.01% 424
2025
Q1 		$243K Sell
3,306
-7,028
-68% -$510K 0.02% 314
2024
Q4 		$743K Buy
10,334
+6,148
+147% +$449K 0.06% 167
2024
Q3 		$314K Buy
4,186
+1,487
+55% +$110K 0.03% 288
2024
Q2 		$198K Sell
2,699
-17,038
-86% -$1.22M 0.02% 334
2024
Q1 		$1.43M Sell
19,737
-3,365
-15% -$244K 0.13% 120
2023
Q4 		$1.7M Buy
+23,102
New +$1.63M 0.18% 97
2022
Q4 		$1.64M Buy
22,895
+20,196
+748% +$1.45M 0.19% 108
2022
Q3 		$193K Buy
+2,699
New +$202K 0.02% 297

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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

Icon Wealth Advisors's BND Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 1,403 shares — an estimated $104K sold.

Icon Wealth Advisors first reported a position in BND in Q3 2022 and held it in 10 quarters. The position peaked at $1.7M in Q4 2023. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,403 Vanguard Total Bond Market shares in Q4 2025, an estimated $104K.
  • Icon Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 10 quarters.
  • Icon Wealth Advisors's Vanguard Total Bond Market position peaked at $1.7M in Q4 2023.
  • 1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.