LM Advisors’s Vanguard Total Bond Market BND Stock Holding History

LM 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 Q4	–	Sell	-4,339	Closed	-$323K	–	212
2025 Q3	$323K	Hold	4,339	–	–	0.05%	162
2025 Q2	$319K	Hold	4,339	–	–	0.04%	154
2025 Q1	$319K	Buy	+4,339	New	+$315K	0.06%	178
2024 Q1	–	Sell	-1,239	Closed	-$91.1K	–	272
2023 Q4	$91.1K	Buy	+1,239	New	+$87.5K	0.02%	261

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 $176M 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 $374B AUM 17.66% 1-Year Est. Return

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

LM Advisors's BND Position: Q4 2025 in Review

LM Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 4,339 shares — an estimated $323K sold.

LM Advisors first reported a position in BND in Q4 2023 and held it in 4 quarters. The position peaked at $323K in Q3 2025. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

LM Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
LM Advisors sold 4,339 Vanguard Total Bond Market shares in Q4 2025, an estimated $323K.
LM Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 4 quarters.
LM Advisors's Vanguard Total Bond Market position peaked at $323K in Q3 2025.
1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on LM Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.