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Optivise Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Optivise Advisory Services’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 		– Sell
-10,542
Closed -$776K – 202
2025
Q2 		$776K Hold
10,542
– – 0.4% 64
2025
Q1 		$774K Sell
10,542
-507
-5% -$36.8K 0.43% 59
2024
Q4 		$795K Buy
11,049
+56
+0.5% +$4.09K 0.43% 66
2024
Q3 		$826K Sell
10,993
-47
-0.4% -$3.48K 0.43% 60
2024
Q2 		$795K Buy
+11,040
New +$791K 0.43% 62

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

Optivise Advisory Services's BND Position: Q3 2025 in Review

Optivise Advisory Services sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 10,542 shares — an estimated $776K sold.

Optivise Advisory Services first reported a position in BND in Q2 2024 and held it in 5 quarters. The position peaked at $826K in Q3 2024. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Optivise Advisory Services reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 10,542 Vanguard Total Bond Market shares in Q3 2025, an estimated $776K.
  • Optivise Advisory Services first reported a position in Vanguard Total Bond Market in Q2 2024 and held it in 5 quarters.
  • Optivise Advisory Services's Vanguard Total Bond Market position peaked at $826K in Q3 2024.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.