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

Lifestyle 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
Q3 		– Sell
-5,244
Closed -$386K – 138
2025
Q2 		$386K Buy
+5,244
New +$381K 0.18% 82

Other funds holding BND

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lifestyle Asset Management's BND Position: Q3 2025 in Review

Lifestyle Asset Management sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 5,244 shares — an estimated $386K sold.

Lifestyle Asset Management first reported a position in BND in Q2 2025 and held it in 1 quarter. The position peaked at $386K in Q2 2025. 1,656 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Lifestyle Asset Management reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 5,244 Vanguard Total Bond Market shares in Q3 2025, an estimated $386K.
  • Lifestyle Asset Management first reported a position in Vanguard Total Bond Market in Q2 2025 and held it in 1 quarter.
  • Lifestyle Asset Management's Vanguard Total Bond Market position peaked at $386K in Q2 2025.
  • 1,656 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Lifestyle Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.