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Lion Street Advisors’s Vanguard Total Bond Market BND Stock Holding History

Lion Street 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
Q3 		$2.42M Buy
28,294
+15,156
+115% +$1.12M 0.84% 14
2025
Q2 		$967K Buy
13,138
+397
+3% +$28.9K 0.29% 79
2025
Q1 		$936K Sell
12,741
-399
-3% -$29K 0.3% 72
2024
Q4 		$945K Sell
13,140
-483
-4% -$35.3K 0.3% 72
2024
Q3 		$1.02M Sell
13,623
-9,676
-42% -$716K 0.36% 61
2024
Q2 		$1.68M Buy
23,299
+2,877
+14% +$206K 0.62% 31
2024
Q1 		$1.5M Hold
20,422
– – 0.61% 30
2023
Q4 		$1.5M Buy
20,422
+205
+1% +$14.5K 0.62% 30
2023
Q3 		$1.41M Sell
20,217
-8,077
-29% -$577K 0.46% 38
2023
Q2 		$2.42M Buy
28,294
+11,819
+72% +$866K 0.81% 14
2023
Q1 		$1.22M Buy
16,475
+8,642
+110% +$632K 0.38% 40
2022
Q4 		$669K Sell
7,833
-5,641
-42% -$404K 0.35% 42
2022
Q3 		$960K Buy
13,474
+5,641
+72% +$422K 0.48% 25
2022
Q2 		$669K Sell
7,833
-729
-9% -$55.5K 0.35% 42
2022
Q1 		$681K Buy
8,562
+729
+9% +$59.6K 0.35% 42
2021
Q4 		$664K Sell
7,833
-3
-0% -$256 0.32% 45
2021
Q3 		$670K Buy
7,836
+7,636
+3,818% +$659K 0.36% 41
2021
Q2 		$17.2K Buy
+200
New +$17.1K 0.62% 38
2021
Q1 		– Sell
-15,734
Closed -$1.39M – 17
2020
Q4 		$1.39M Buy
15,734
+542
+4% +$47.7K 3.38% 10
2020
Q3 		$1.35M Buy
15,192
+10,128
+200% +$898K 2.74% 11
2020
Q2 		$447K Hold
5,064
– – 3.13% 11
2020
Q1 		$432K Buy
5,064
+280
+6% +$23.8K 2.35% 11
2019
Q4 		$402K Buy
+4,784
New +$402K 1.93% 18

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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 22.96% 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

Lion Street Advisors's BND Position: Q3 2025 in Review

Lion Street Advisors increased its Vanguard Total Bond Market (BND) stake by 115% in Q3 2025, buying an estimated $1.12M and bringing the position to 28,294 shares worth $2.42M. The position accounts for 0.84% of the portfolio, ranked #14.

Lion Street Advisors first reported a position in BND in Q4 2019 and has held it in 23 quarters since. 1,654 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Lion Street Advisors held 28,294 shares of Vanguard Total Bond Market worth $2.42M as of Q3 2025.
  • Lion Street Advisors bought 15,156 Vanguard Total Bond Market shares in Q3 2025, an estimated $1.12M.
  • Vanguard Total Bond Market made up 0.84% of Lion Street Advisors's portfolio in Q3 2025, its #14 holding.
  • Lion Street Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 23 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.