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Monterey Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Monterey Private 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 		$744K Buy
10,128
+309
+3% +$22.4K 0.22% 47
2024
Q4 		$706K Buy
9,819
+480
+5% +$35.1K 0.23% 48
2024
Q3 		$701K Buy
9,339
+298
+3% +$22.1K 0.24% 50
2024
Q2 		$651K Buy
9,041
+252
+3% +$18K 0.24% 51
2024
Q1 		$638K Buy
8,789
+369
+4% +$26.8K 0.26% 51
2023
Q4 		$619K Buy
8,420
+1,238
+17% +$87.4K 0.28% 44
2023
Q3 		$501K Buy
7,182
+142
+2% +$10.1K 0.25% 52
2023
Q2 		$512K Sell
7,040
-814
-10% -$59.6K 0.25% 51
2023
Q1 		$580K Buy
7,854
+3,017
+62% +$221K 0.3% 46
2022
Q4 		$348K Buy
4,837
+119
+3% +$8.52K 0.19% 63
2022
Q3 		$337K Buy
4,718
+13
+0.3% +$973 0.2% 64
2022
Q2 		$354K Sell
4,705
-2,637
-36% -$201K 0.2% 62
2022
Q1 		$584K Sell
7,342
-33,685
-82% -$2.75M 0.28% 54
2021
Q4 		$3.48M Buy
41,027
+18,104
+79% +$1.54M 1.72% 15
2021
Q3 		$1.96M Buy
22,923
+3,173
+16% +$274K 1.1% 17
2021
Q2 		$1.7M Buy
19,750
+230
+1% +$19.6K 0.97% 16
2021
Q1 		$1.67M Buy
19,520
+2,438
+14% +$210K 0.92% 15
2020
Q4 		$1.51M Buy
17,082
+100
+0.6% +$8.8K 0.87% 16
2020
Q3 		$1.5M Buy
16,982
+5,787
+52% +$513K 0.96% 15
2020
Q2 		$989K Buy
+11,195
New +$979K 0.71% 18

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

Monterey Private Wealth's BND Position: Q1 2025 in Review

Monterey Private Wealth increased its Vanguard Total Bond Market (BND) stake by 3.1% in Q1 2025, buying an estimated $22.4K and bringing the position to 10,128 shares worth $744K. The position accounts for 0.22% of the portfolio, ranked #47.

Monterey Private Wealth first reported a position in BND in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.48M in Q4 2021. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Monterey Private Wealth held 10,128 shares of Vanguard Total Bond Market worth $744K as of Q1 2025.
  • Monterey Private Wealth bought 309 Vanguard Total Bond Market shares in Q1 2025, an estimated $22.4K.
  • Vanguard Total Bond Market made up 0.22% of Monterey Private Wealth's portfolio in Q1 2025, its #47 holding.
  • Monterey Private Wealth first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 20 quarters since.
  • Monterey Private Wealth's Vanguard Total Bond Market position peaked at $3.48M in Q4 2021.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.