Merriman Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Merriman 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
2024 Q4	–	Sell	-3,166	Closed	-$238K	–	212
2024 Q3	$238K	Buy	+3,166	New	+$234K	0.01%	197
2023 Q3	–	Sell	-90,699	Closed	-$6.59M	–	190
2023 Q2	$6.59M	Sell	90,699 -2,725	-3%	-$200K	0.32%	40
2023 Q1	$6.9M	Buy	+93,424	New	+$6.84M	0.36%	37
2021 Q4	–	Sell	-56,460	Closed	-$4.83M	–	209
2021 Q3	$4.83M	Buy	56,460 +1,043	+2%	+$90K	0.4%	41
2021 Q2	$4.76M	Buy	+55,417	New	+$4.73M	0.41%	44
2016 Q4	–	Sell	-2,636	Closed	-$222K	–	127
2016 Q3	$222K	Buy	+2,636	New	+$222K	0.05%	124

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

Merriman Wealth Management's BND Position: Q4 2024 in Review

Merriman Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 3,166 shares — an estimated $238K sold.

Merriman Wealth Management first reported a position in BND in Q3 2016 and held it in 6 quarters. The position peaked at $6.9M in Q1 2023. 1,606 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Merriman Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
Merriman Wealth Management sold 3,166 Vanguard Total Bond Market shares in Q4 2024, an estimated $238K.
Merriman Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2016 and held it in 6 quarters.
Merriman Wealth Management's Vanguard Total Bond Market position peaked at $6.9M in Q1 2023.
1,606 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.