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MSH Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

MSH Capital 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
Q2 		– Sell
-2,757
Closed -$202K – 244
2025
Q1 		$202K Sell
2,757
-898
-25% -$65.2K 0.06% 226
2024
Q4 		$263K Sell
3,655
-531
-13% -$38.8K 0.08% 202
2024
Q3 		$314K Sell
4,186
-1,552
-27% -$115K 0.1% 186
2024
Q2 		$413K Sell
5,738
-4,859
-46% -$348K 0.14% 154
2024
Q1 		$770K Sell
10,597
-56
-0.5% -$4.06K 0.27% 99
2023
Q4 		$784K Buy
10,653
+2,074
+24% +$146K 0.29% 97
2023
Q3 		$599K Sell
8,579
-1,073
-11% -$76.6K 0.23% 108
2023
Q2 		$702K Sell
9,652
-474
-5% -$34.7K 0.26% 104
2023
Q1 		$748K Buy
10,126
+419
+4% +$30.7K 0.32% 93
2022
Q4 		$697K Sell
9,707
-2,303
-19% -$165K 0.32% 94
2022
Q3 		$857K Buy
12,010
+2,003
+20% +$150K 0.42% 79
2022
Q2 		$753K Buy
10,007
+1,328
+15% +$101K 0.35% 88
2022
Q1 		$690K Buy
8,679
+4,264
+97% +$348K 0.28% 94
2021
Q4 		$374K Buy
+4,415
New +$376K 0.17% 127

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
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

MSH Capital Advisors's BND Position: Q2 2025 in Review

MSH Capital Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 2,757 shares — an estimated $202K sold.

MSH Capital Advisors first reported a position in BND in Q4 2021 and held it in 14 quarters. The position peaked at $857K in Q3 2022. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • MSH Capital Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • MSH Capital Advisors sold 2,757 Vanguard Total Bond Market shares in Q2 2025, an estimated $202K.
  • MSH Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 14 quarters.
  • MSH Capital Advisors's Vanguard Total Bond Market position peaked at $857K in Q3 2022.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on MSH Capital Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.