MSAM
BND icon

Moloney Securities Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$430K Buy
5,779
+1,218
+27% +$89.7K 0.05% 294
2025
Q2 		$336K Sell
4,561
-152
-3% -$11.1K 0.04% 342
2025
Q1 		$346K Buy
4,713
+743
+19% +$53.9K 0.05% 328
2024
Q4 		$286K Buy
3,970
+216
+6% +$15.8K 0.04% 353
2024
Q3 		$282K Buy
3,754
+202
+6% +$14.9K 0.04% 373
2024
Q2 		$256K Buy
+3,552
New +$254K 0.04% 377
2022
Q2 		– Sell
-10,065
Closed -$801K – 382
2022
Q1 		$801K Sell
10,065
-3,325
-25% -$272K 0.16% 171
2021
Q4 		$1.14M Buy
13,390
+148
+1% +$12.6K 0.19% 130
2021
Q3 		$1.13M Buy
13,242
+793
+6% +$68.5K 0.21% 130
2021
Q2 		$1.07M Buy
12,449
+5,023
+68% +$428K 0.19% 135
2021
Q1 		$629K Buy
7,426
+1,550
+26% +$134K 0.12% 199
2020
Q4 		$518K Buy
5,876
+528
+10% +$46.5K 0.11% 200
2020
Q3 		$472K Buy
5,348
+594
+12% +$52.7K 0.12% 177
2020
Q2 		$420K Buy
4,754
+30
+0.6% +$2.62K 0.12% 172
2020
Q1 		$403K Sell
4,724
-444
-9% -$37.7K 0.14% 148
2019
Q4 		$433K Sell
5,168
-8,295
-62% -$697K 0.13% 184
2019
Q3 		$1.14M Buy
13,463
+8,360
+164% +$701K 0.38% 80
2019
Q2 		$424K Sell
5,103
-2,941
-37% -$240K 0.14% 178
2019
Q1 		$653K Buy
+8,044
New +$642K 0.23% 131

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

Moloney Securities Asset Management's BND Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Vanguard Total Bond Market (BND) stake by 27% in Q3 2025, buying an estimated $89.7K and bringing the position to 5,779 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #294.

Moloney Securities Asset Management first reported a position in BND in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.14M in Q3 2019. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Moloney Securities Asset Management held 5,779 shares of Vanguard Total Bond Market worth $430K as of Q3 2025.
  • Moloney Securities Asset Management bought 1,218 Vanguard Total Bond Market shares in Q3 2025, an estimated $89.7K.
  • Vanguard Total Bond Market made up 0.05% of Moloney Securities Asset Management's portfolio in Q3 2025, its #294 holding.
  • Moloney Securities Asset Management first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 19 quarters since.
  • Moloney Securities Asset Management's Vanguard Total Bond Market position peaked at $1.14M in Q3 2019.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.