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Lord & Richards Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Lord & Richards Wealth 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
Q2 		– Sell
-61
Closed -$4.48K – 63
2025
Q1 		$4.48K Buy
+61
New +$4.43K 0.01% 124

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lord & Richards Wealth Management's BND Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 61 shares — an estimated $4.48K sold.

Lord & Richards Wealth Management first reported a position in BND in Q1 2025 and held it in 1 quarter. The position peaked at $4.48K in Q1 2025. 1,640 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 61 Vanguard Total Bond Market shares in Q2 2025, an estimated $4.48K.
  • Lord & Richards Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Vanguard Total Bond Market position peaked at $4.48K in Q1 2025.
  • 1,640 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.