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Nvest Financial’s Vanguard Total Bond Market BND Stock Holding History

Nvest Financial’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
-4,488
Closed -$334K – 128
2025
Q3 		$334K Buy
+4,488
New +$330K 0.19% 98

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Financial's BND Position: Q4 2025 in Review

Nvest Financial sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 4,488 shares — an estimated $334K sold.

Nvest Financial first reported a position in BND in Q3 2025 and held it in 1 quarter. The position peaked at $334K in Q3 2025. 1,795 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Nvest Financial reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Nvest Financial sold 4,488 Vanguard Total Bond Market shares in Q4 2025, an estimated $334K.
  • Nvest Financial first reported a position in Vanguard Total Bond Market in Q3 2025 and held it in 1 quarter.
  • Nvest Financial's Vanguard Total Bond Market position peaked at $334K in Q3 2025.
  • 1,795 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Nvest Financial's 13F filing for Q4 2025, filed 10 Feb 2026.