My Legacy Advisors’s Vanguard Total Bond Market BND Stock Holding History

My Legacy 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	$242K	Buy	+3,313	New	+$241K	0.09%	195
2024 Q3	–	Sell	-3,493	Closed	-$252K	–	198
2024 Q2	$252K	Sell	3,493 -505	-13%	-$36.2K	0.08%	195
2024 Q1	$290K	Sell	3,998 -1,762	-31%	-$128K	0.1%	193
2023 Q4	$422K	Sell	5,760 -1,301	-18%	-$91.9K	0.15%	161
2023 Q3	$480K	Sell	7,061 -10,016	-59%	-$715K	0.2%	142
2023 Q2	$1.25M	Sell	17,077 -6,415	-27%	-$470K	0.49%	54
2023 Q1	$1.74M	Sell	23,492 -3,190	-12%	-$233K	0.74%	32
2022 Q4	$1.97M	Sell	26,682 -18,718	-41%	-$1.34M	0.84%	25
2022 Q3	$3.18M	Sell	45,400 -26,015	-36%	-$1.95M	1.61%	7
2022 Q2	$5.37M	Sell	71,415 -36,161	-34%	-$2.75M	2.68%	2
2022 Q1	$8.56M	Buy	+107,576	New	+$8.79M	3.97%	2

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

My Legacy Advisors's BND Position: Q2 2025 in Review

My Legacy Advisors opened a new position in Vanguard Total Bond Market (BND) in Q2 2025: 3,313 shares worth $242K. The stake represents 0.09% of the portfolio and ranks #195 among its holdings. This is a return to the name: My Legacy Advisors previously reported a position in BND as recently as Q2 2024.

My Legacy Advisors first reported a position in BND in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.56M in Q1 2022. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

My Legacy Advisors held 3,313 shares of Vanguard Total Bond Market worth $242K as of Q2 2025.
Vanguard Total Bond Market was a new My Legacy Advisors position in Q2 2025.
Vanguard Total Bond Market made up 0.09% of My Legacy Advisors's portfolio in Q2 2025, its #195 holding.
My Legacy Advisors first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 11 quarters since.
My Legacy Advisors's Vanguard Total Bond Market position peaked at $8.56M in Q1 2022.
1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.