Lindbrook Capital’s Vanguard Total Bond Market BND Stock Holding History

Lindbrook Capital’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	$27.8K	Buy	+379	New	+$27.5K	﹤0.01%	1214
2024 Q2	–	Sell	-787	Closed	-$57.2K	–	2765
2024 Q1	$57.2K	Sell	787 -84	-10%	-$6.1K	0.01%	733
2023 Q4	$64.1K	Buy	871 +34	+4%	+$2.4K	0.01%	668
2023 Q3	$58.4K	Buy	+837	New	+$59.8K	0.01%	628
2021 Q3	–	Sell	-105	Closed	-$9K	–	1862
2021 Q2	$9K	Hold	105	–	–	﹤0.01%	1073
2021 Q1	$9K	Hold	105	–	–	﹤0.01%	1043
2020 Q4	$9K	Hold	105	–	–	﹤0.01%	936
2020 Q3	$9K	Hold	105	–	–	﹤0.01%	858
2020 Q2	$9K	Hold	105	–	–	﹤0.01%	858
2020 Q1	$9K	Hold	105	–	–	﹤0.01%	777
2019 Q4	$9K	Hold	105	–	–	﹤0.01%	941
2019 Q3	$9K	Hold	105	–	–	﹤0.01%	920
2019 Q2	$8K	Sell	105 -1	-0.9%	-$81	﹤0.01%	942
2019 Q1	$8K	Hold	106	–	–	﹤0.01%	945
2018 Q4	$8K	Buy	+106	New	+$8.29K	﹤0.01%	872

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Lindbrook Capital's BND Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Vanguard Total Bond Market (BND) in Q1 2025: 379 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #1214 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in BND as recently as Q1 2024.

Lindbrook Capital first reported a position in BND in Q4 2018 and has held it in 15 quarters since. The position peaked at $64.1K in Q4 2023. 1,611 funds tracked by Wall St. Rank hold BND as of Q1 2025.

Lindbrook Capital held 379 shares of Vanguard Total Bond Market worth $27.8K as of Q1 2025.
Vanguard Total Bond Market was a new Lindbrook Capital position in Q1 2025.
Vanguard Total Bond Market made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1214 holding.
Lindbrook Capital first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 15 quarters since.
Lindbrook Capital's Vanguard Total Bond Market position peaked at $64.1K in Q4 2023.
1,611 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.