New Millennium Group’s Vanguard Total Bond Market BND Stock Holding History

New Millennium Group’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	$206K	Buy	2,784 +870	+45%	+$64.8K	0.09%	60
2025 Q3	$142K	Buy	1,914 +59	+3%	+$4.34K	0.07%	66
2025 Q2	$137K	Sell	1,855 -31	-2%	-$2.25K	0.08%	60
2025 Q1	$139K	Sell	1,886 -565	-23%	-$41K	0.09%	54
2024 Q4	$176K	Buy	2,451 +2,431	+12,155%	+$178K	0.1%	56
2024 Q3	$1.5K	Sell	20 -10	-33%	-$740	﹤0.01%	314
2024 Q2	$2.16K	Buy	+30	New	+$2.15K	﹤0.01%	294
2024 Q1	–	Sell	-30	Closed	-$2.21K	–	106
2023 Q4	$2.21K	Hold	30	–	–	﹤0.01%	312
2023 Q3	$2.09K	Hold	30	–	–	﹤0.01%	284
2023 Q2	$2.18K	Hold	30	–	–	﹤0.01%	292
2023 Q1	$2.21K	Hold	30	–	–	﹤0.01%	306
2022 Q4	$2.15K	Hold	30	–	–	﹤0.01%	316
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	278
2022 Q2	$3K	Buy	+30	New	+$2.28K	﹤0.01%	259

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

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

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

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

Align Financial Hermantown, Minnesota $176M AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

New Millennium Group's BND Position: Q4 2025 in Review

New Millennium Group increased its Vanguard Total Bond Market (BND) stake by 45% in Q4 2025, buying an estimated $64.8K and bringing the position to 2,784 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #60.

New Millennium Group first reported a position in BND in Q2 2022 and has held it in 14 quarters since. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

New Millennium Group held 2,784 shares of Vanguard Total Bond Market worth $206K as of Q4 2025.
New Millennium Group bought 870 Vanguard Total Bond Market shares in Q4 2025, an estimated $64.8K.
Vanguard Total Bond Market made up 0.09% of New Millennium Group's portfolio in Q4 2025, its #60 holding.
New Millennium Group first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 14 quarters since.
1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.