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Optimum Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Optimum Investment 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
Q3 		$48.1K Hold
647
– – 0.02% 358
2025
Q2 		$47.6K Sell
647
-203
-24% -$14.8K 0.02% 352
2025
Q1 		$62.4K Hold
850
– – 0.03% 307
2024
Q4 		$61.1K Hold
850
– – 0.03% 318
2024
Q3 		$63.8K Hold
850
– – 0.03% 325
2024
Q2 		$61.2K Hold
850
– – 0.03% 334
2024
Q1 		$61.7K Hold
850
– – 0.03% 337
2023
Q4 		$62.5K Sell
850
-200
-19% -$14.1K 0.03% 324
2023
Q3 		$73.3K Hold
1,050
– – 0.04% 316
2023
Q2 		$76.3K Hold
1,050
– – 0.04% 319
2023
Q1 		$77.5K Hold
1,050
– – 0.04% 313
2022
Q4 		$75.4K Hold
1,050
– – 0.04% 317
2022
Q3 		$75K Sell
1,050
-200
-16% -$15K 0.04% 316
2022
Q2 		$94K Hold
1,250
– – 0.05% 295
2022
Q1 		$99K Hold
1,250
– – 0.04% 320
2021
Q4 		$106K Sell
1,250
-100
-7% -$8.52K 0.04% 327
2021
Q3 		$115K Sell
1,350
-624
-32% -$53.9K 0.05% 312
2021
Q2 		$170K Buy
1,974
+3
+0.2% +$256 0.05% 284
2021
Q1 		$167K Sell
1,971
-454
-19% -$39.2K 0.05% 290
2020
Q4 		$214K Sell
2,425
-594
-20% -$52.3K 0.06% 235
2020
Q3 		$266K Sell
3,019
-1,097
-27% -$97.3K 0.09% 201
2020
Q2 		$364K Buy
4,116
+4
+0.1% +$350 0.13% 155
2020
Q1 		$351K Sell
4,112
-1,248
-23% -$106K 0.14% 150
2019
Q4 		$449K Sell
5,360
-63
-1% -$5.3K 0.13% 175
2019
Q3 		$458K Buy
5,423
+1,123
+26% +$94.1K 0.14% 164
2019
Q2 		$357K Sell
4,300
-100
-2% -$8.15K 0.12% 185
2019
Q1 		$357K Hold
4,400
– – 0.12% 184
2018
Q4 		$349K Hold
4,400
– – 0.12% 174
2018
Q3 		$346K Sell
4,400
-150
-3% -$11.9K 0.1% 203
2018
Q2 		$360K Sell
4,550
-250
-5% -$19.8K 0.1% 200
2018
Q1 		$384K Sell
4,800
-800
-14% -$64K 0.11% 189
2017
Q4 		$457K Sell
5,600
-100
-2% -$8.17K 0.15% 174
2017
Q3 		$467K Hold
5,700
– – 0.16% 177
2017
Q2 		$466K Sell
5,700
-50
-0.9% -$4.08K 0.16% 175
2017
Q1 		$466K Sell
5,750
-100
-2% -$8.09K 0.17% 169
2016
Q4 		$473K Hold
5,850
– – 0.18% 150
2016
Q3 		$492K Hold
5,850
– – 0.18% 150
2016
Q2 		$493K Hold
5,850
– – 0.19% 148
2016
Q1 		$484K Sell
5,850
-100
-2% -$8.18K 0.19% 148
2015
Q4 		$481K Buy
5,950
+850
+17% +$69.2K 0.19% 155
2015
Q3 		$418K Buy
+5,100
New +$416K 0.17% 163
2015
Q1 		$489K Sell
5,863
-800
-12% -$66.5K 0.15% 159
2014
Q4 		$549K Sell
6,663
-300
-4% -$24.7K 0.18% 148
2014
Q3 		$570K Hold
6,963
– – 0.19% 135
2014
Q2 		$572K Sell
6,963
-400
-5% -$32.7K 0.19% 140
2014
Q1 		$598K Hold
7,363
– – 0.22% 123
2013
Q4 		$589K Hold
7,363
– – 0.22% 124
2013
Q3 		$596K Buy
+7,363
New +$592K 0.24% 116

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Optimum Investment Advisors's BND Position: Q3 2025 in Review

Optimum Investment Advisors held its Vanguard Total Bond Market (BND) position steady in Q3 2025 at 647 shares worth $48.1K. The position accounts for 0.02% of the portfolio, ranked #358.

Optimum Investment Advisors first reported a position in BND in Q3 2013 and has held it in 48 quarters since. The position peaked at $598K in Q1 2014. 1,652 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Optimum Investment Advisors held 647 shares of Vanguard Total Bond Market worth $48.1K as of Q3 2025.
  • Optimum Investment Advisors left its Vanguard Total Bond Market share count unchanged in Q3 2025.
  • Vanguard Total Bond Market made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #358 holding.
  • Optimum Investment Advisors first reported a position in Vanguard Total Bond Market in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Vanguard Total Bond Market position peaked at $598K in Q1 2014.
  • 1,652 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.