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Marcum Wealth’s Vanguard Total Bond Market BND Stock Holding History

Marcum Wealth’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 		$237K Sell
3,220
-206
-6% -$14.9K 0.02% 331
2024
Q4 		$246K Sell
3,426
-595
-15% -$43.5K 0.02% 325
2024
Q3 		$302K Sell
4,021
-180
-4% -$13.3K 0.03% 284
2024
Q2 		$303K Sell
4,201
-1,005
-19% -$72K 0.03% 274
2024
Q1 		$378K Buy
5,206
+61
+1% +$4.43K 0.04% 233
2023
Q4 		$378K Sell
5,145
-2,561
-33% -$181K 0.04% 218
2023
Q3 		$538K Buy
7,706
+250
+3% +$17.8K 0.06% 158
2023
Q2 		$542K Sell
7,456
-1,291
-15% -$94.6K 0.06% 164
2023
Q1 		$646K Sell
8,747
-332
-4% -$24.3K 0.08% 142
2022
Q4 		$652K Sell
9,079
-3,326
-27% -$238K 0.09% 137
2022
Q3 		$885K Buy
12,405
+309
+3% +$23.1K 0.13% 89
2022
Q2 		$910K Sell
12,096
-1,791
-13% -$136K 0.14% 96
2022
Q1 		$1.1M Sell
13,887
-2,784
-17% -$227K 0.15% 87
2021
Q4 		$1.41M Buy
16,671
+57
+0.3% +$4.86K 0.2% 74
2021
Q3 		$1.42M Sell
16,614
-764
-4% -$66K 0.22% 62
2021
Q2 		$1.49M Buy
17,378
+1,093
+7% +$93.2K 0.24% 50
2021
Q1 		$1.38M Buy
16,285
+11,888
+270% +$1.03M 0.23% 62
2020
Q4 		$388K Sell
4,397
-15,807
-78% -$1.39M 0.09% 81
2020
Q3 		$1.78M Sell
20,204
-791
-4% -$70.1K 0.55% 28
2020
Q2 		$1.85M Buy
20,995
+9,530
+83% +$833K 0.57% 29
2020
Q1 		$979K Sell
11,465
-5,288
-32% -$449K 0.38% 25
2019
Q4 		$1.41M Buy
+16,753
New +$1.41M 0.53% 21

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

Marcum Wealth's BND Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard Total Bond Market (BND) stake by 6% in Q1 2025, selling an estimated $14.9K and leaving 3,220 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #331.

Marcum Wealth first reported a position in BND in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.85M in Q2 2020. 1,610 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Marcum Wealth held 3,220 shares of Vanguard Total Bond Market worth $237K as of Q1 2025.
  • Marcum Wealth sold 206 Vanguard Total Bond Market shares in Q1 2025, an estimated $14.9K.
  • Vanguard Total Bond Market made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #331 holding.
  • Marcum Wealth first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard Total Bond Market position peaked at $1.85M in Q2 2020.
  • 1,610 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.