Motiv8 Investments’s Vanguard Total Bond Market BND Stock Holding History

Motiv8 Investments’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 Q4	–	Sell	-89,178	Closed	-$6.63M	–	917
2025 Q3	$6.63M	Buy	89,178 +20,662	+30%	+$1.52M	3.53%	6
2025 Q2	$5.04M	Sell	68,516 -6,496	-9%	-$472K	3.09%	7
2025 Q1	$5.51M	Sell	75,012 -8,377	-10%	-$608K	3.65%	6
2024 Q4	$6M	Sell	83,389 -10,257	-11%	-$750K	4.21%	6
2024 Q3	$7.03M	Buy	93,646 +11,593	+14%	+$858K	4.74%	5
2024 Q2	$5.91M	Buy	82,053 +4,319	+6%	+$309K	4.39%	6
2024 Q1	$5.65M	Buy	77,734 +17,493	+29%	+$1.27M	4.39%	6
2023 Q4	$4.43M	Buy	+60,241	New	+$4.25M	3.96%	8

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Motiv8 Investments's BND Position: Q4 2025 in Review

Motiv8 Investments sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 89,178 shares — an estimated $6.63M sold.

Motiv8 Investments first reported a position in BND in Q4 2023 and held it in 8 quarters. The position peaked at $7.03M in Q3 2024. 1,796 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Motiv8 Investments reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
Motiv8 Investments sold 89,178 Vanguard Total Bond Market shares in Q4 2025, an estimated $6.63M.
Motiv8 Investments first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 8 quarters.
Motiv8 Investments's Vanguard Total Bond Market position peaked at $7.03M in Q3 2024.
1,796 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.