L.J. Altfest & Co’s Vanguard Total Bond Market BND Stock Holding History

L.J. Altfest & Co’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	-14,234	Closed	-$1.06M	–	334
2025 Q3	$1.06M	Buy	+14,234	New	+$1.05M	0.12%	124
2024 Q4	–	Sell	-2,677	Closed	-$201K	–	335
2024 Q3	$201K	Sell	2,677 -840	-24%	-$62.2K	0.03%	320
2024 Q2	$253K	Buy	+3,517	New	+$252K	0.03%	276

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

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

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

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

Align Financial Hermantown, Minnesota $202M AUM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

L.J. Altfest & Co's BND Position: Q4 2025 in Review

L.J. Altfest & Co sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 14,234 shares — an estimated $1.06M sold.

L.J. Altfest & Co first reported a position in BND in Q2 2024 and held it in 3 quarters. The position peaked at $1.06M in Q3 2025. 1,790 funds tracked by Wall St. Rank hold BND as of Q4 2025.

L.J. Altfest & Co reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 14,234 Vanguard Total Bond Market shares in Q4 2025, an estimated $1.06M.
L.J. Altfest & Co first reported a position in Vanguard Total Bond Market in Q2 2024 and held it in 3 quarters.
L.J. Altfest & Co's Vanguard Total Bond Market position peaked at $1.06M in Q3 2025.
1,790 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.