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LPWM LLC’s Vanguard Total Bond Market BND Stock Holding History

LPWM LLC’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 		– Sell
-3,846
Closed -$277K – 85
2024
Q4 		$277K Sell
3,846
-75
-2% -$5.48K 0.09% 68
2024
Q3 		$293K Sell
3,921
-69
-2% -$5.11K 0.1% 65
2024
Q2 		$289K Sell
3,990
-428
-10% -$30.7K 0.1% 61
2024
Q1 		$314K Sell
4,418
-489
-10% -$35.5K 0.12% 59
2023
Q4 		$357K Buy
+4,907
New +$346K 0.14% 52
2022
Q4 		– Sell
-8,178
Closed -$583K – 60
2022
Q3 		$583K Buy
8,178
+4,813
+143% +$360K 0.35% 35
2022
Q2 		$252K Buy
+3,365
New +$256K 0.14% 53
2021
Q1 		– Sell
-5,786
Closed -$510K – 58
2020
Q4 		$510K Buy
5,786
+2
+0% +$176 0.38% 30
2020
Q3 		$510K Buy
5,784
+1,935
+50% +$172K 0.41% 27
2020
Q2 		$340K Buy
+3,849
New +$336K 0.31% 37
2020
Q1 		– Sell
-3,308
Closed -$277K – 45
2019
Q4 		$277K Buy
+3,308
New +$278K 0.26% 37

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

LPWM LLC's BND Position: Q1 2025 in Review

LPWM LLC sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 3,846 shares — an estimated $277K sold.

LPWM LLC first reported a position in BND in Q4 2019 and held it in 11 quarters. The position peaked at $583K in Q3 2022. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • LPWM LLC reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • LPWM LLC sold 3,846 Vanguard Total Bond Market shares in Q1 2025, an estimated $277K.
  • LPWM LLC first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 11 quarters.
  • LPWM LLC's Vanguard Total Bond Market position peaked at $583K in Q3 2022.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on LPWM LLC's 13F filing for Q1 2025, filed 14 Apr 2025.