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Martel Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Martel Wealth 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 		– Sell
-2,803
Closed -$206K – 72
2025
Q2 		$206K Sell
2,803
-3,924
-58% -$285K 0.04% 69
2025
Q1 		$494K Sell
6,727
-232,433
-97% -$16.9M 0.1% 43
2024
Q4 		$17.2M Sell
239,160
-1,059,179
-82% -$77.4M 3.36% 6
2024
Q3 		$96.3M Buy
1,298,339
+38,056
+3% +$2.82M 19.69% 1
2024
Q2 		$90.8M Buy
1,260,283
+36,732
+3% +$2.63M 19.48% 1
2024
Q1 		$88.9M Buy
1,223,551
+52,733
+5% +$3.83M 19.27% 1
2023
Q4 		$86.1M Buy
1,170,818
+27,525
+2% +$1.94M 19.56% 1
2023
Q3 		$79.8M Buy
1,143,293
+52,650
+5% +$3.76M 19.85% 1
2023
Q2 		$79.3M Buy
1,090,643
+46,002
+4% +$3.37M 19.22% 1
2023
Q1 		$77.1M Buy
1,044,641
+23,982
+2% +$1.75M 19.68% 1
2022
Q4 		$73.3M Buy
1,020,659
+1,900
+0.2% +$136K 19.88% 1
2022
Q3 		$72.7M Sell
1,018,759
-1,170
-0.1% -$87.6K 20.81% 1
2022
Q2 		$76.8M Buy
1,019,929
+17,684
+2% +$1.35M 20.96% 1
2022
Q1 		$79.7M Buy
1,002,245
+42,401
+4% +$3.46M 19.39% 1
2021
Q4 		$81.3M Buy
959,844
+41,800
+5% +$3.56M 19.25% 1
2021
Q3 		$78.4M Buy
918,044
+33,849
+4% +$2.92M 19.72% 1
2021
Q2 		$75.9M Buy
884,195
+82,753
+10% +$7.06M 19.12% 1
2021
Q1 		$67.9M Buy
801,442
+71,806
+10% +$6.19M 18.81% 1
2020
Q4 		$64.3M Buy
729,636
+49,009
+7% +$4.31M 18.63% 1
2020
Q3 		$60M Buy
680,627
+38,401
+6% +$3.4M 19.48% 1
2020
Q2 		$56.7M Sell
642,226
-17,273
-3% -$1.51M 19.66% 1
2020
Q1 		$56.3M Sell
659,499
-4,651
-0.7% -$395K 21.96% 1
2019
Q4 		$55.7M Buy
664,150
+16,269
+3% +$1.37M 19.18% 1
2019
Q3 		$54.7M Buy
647,881
+11,340
+2% +$951K 19.74% 1
2019
Q2 		$52.9M Buy
636,541
+8,629
+1% +$703K 19.27% 1
2019
Q1 		$51M Buy
627,912
+8,794
+1% +$702K 19.17% 1
2018
Q4 		$49M Sell
619,118
-4,934
-0.8% -$386K 20.14% 1
2018
Q3 		$49.1M Buy
+624,052
New +$49.3M 18.71% 1

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Martel Wealth Advisors's BND Position: Q3 2025 in Review

Martel Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 2,803 shares — an estimated $206K sold.

Martel Wealth Advisors first reported a position in BND in Q3 2018 and held it in 28 quarters. The position peaked at $96.3M in Q3 2024. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Martel Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Martel Wealth Advisors sold 2,803 Vanguard Total Bond Market shares in Q3 2025, an estimated $206K.
  • Martel Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2018 and held it in 28 quarters.
  • Martel Wealth Advisors's Vanguard Total Bond Market position peaked at $96.3M in Q3 2024.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Martel Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.