Keudell/Morrison Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Keudell/Morrison 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 Q2	–	Sell	-5,020	Closed	-$369K	–	231
2025 Q1	$369K	Sell	5,020 -1,969	-28%	-$143K	0.09%	140
2024 Q4	$503K	Sell	6,989 -1,178	-14%	-$86.1K	0.13%	105
2024 Q3	$613K	Buy	8,167 +475	+6%	+$35.2K	0.17%	99
2024 Q2	$554K	Sell	7,692 -390	-5%	-$27.9K	0.16%	102
2024 Q1	$587K	Sell	8,082 -1,788	-18%	-$130K	0.18%	98
2023 Q4	$726K	Sell	9,870 -552,336	-98%	-$39M	0.24%	81
2023 Q3	$39.2M	Sell	562,206 -3,073	-0.5%	-$219K	11.96%	1
2023 Q2	$41.1M	Sell	565,279 -119,734	-17%	-$8.77M	11.84%	1
2023 Q1	$50.6M	Sell	685,013 -1,342	-0.2%	-$98.2K	14.9%	1
2022 Q4	$49.3M	Buy	+686,355	New	+$49.2M	15.82%	1

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Keudell/Morrison Wealth Management's BND Position: Q2 2025 in Review

Keudell/Morrison Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 5,020 shares — an estimated $369K sold.

Keudell/Morrison Wealth Management first reported a position in BND in Q4 2022 and held it in 10 quarters. The position peaked at $50.6M in Q1 2023. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

Keudell/Morrison Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 5,020 Vanguard Total Bond Market shares in Q2 2025, an estimated $369K.
Keudell/Morrison Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 10 quarters.
Keudell/Morrison Wealth Management's Vanguard Total Bond Market position peaked at $50.6M in Q1 2023.
1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.