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Milestone Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Milestone Investment 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
Q1 		– Sell
-1,487
Closed -$107K – 128
2024
Q4 		$107K Buy
1,487
+1,157
+351% +$84.6K 0.03% 91
2024
Q3 		$24.8K Hold
330
– – 0.01% 109
2024
Q2 		$23.8K Sell
330
-90
-21% -$6.45K 0.01% 109
2024
Q1 		$30.5K Sell
420
-370
-47% -$26.9K 0.01% 106
2023
Q4 		$58.1K Hold
790
– – 0.02% 91
2023
Q3 		$55.1K Hold
790
– – 0.02% 190
2023
Q2 		$57.4K Buy
790
+445
+129% +$32.6K 0.02% 85
2023
Q1 		$25.5K Buy
345
+288
+505% +$21.1K 0.01% 252
2022
Q4 		$4.09K Buy
+57
New +$4.08K ﹤0.01% 115

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Milestone Investment Advisors's BND Position: Q1 2025 in Review

Milestone Investment Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 1,487 shares — an estimated $107K sold.

Milestone Investment Advisors first reported a position in BND in Q4 2022 and held it in 9 quarters. The position peaked at $107K in Q4 2024. 1,613 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Milestone Investment Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,487 Vanguard Total Bond Market shares in Q1 2025, an estimated $107K.
  • Milestone Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 9 quarters.
  • Milestone Investment Advisors's Vanguard Total Bond Market position peaked at $107K in Q4 2024.
  • 1,613 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Milestone Investment Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.