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ORG Partners’s Vanguard Total Bond Market BND Stock Holding History

ORG Partners’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 		$224K Sell
3,025
-150
-5% -$11.2K 0.04% 317
2025
Q3 		$236K Buy
3,175
+127
+4% +$9.35K 0.04% 313
2025
Q2 		$224K Buy
3,048
+19
+0.6% +$1.38K 0.05% 299
2025
Q1 		$222K Buy
3,029
+2,884
+1,989% +$209K 0.05% 259
2024
Q4 		$10.4K Buy
145
+133
+1,108% +$9.72K ﹤0.01% 884
2024
Q3 		$901 Hold
12
– – ﹤0.01% 1008
2024
Q2 		$862 Buy
+12
New +$859 ﹤0.01% 1579
2024
Q1 		– Sell
-565
Closed -$41.6K – 600
2023
Q4 		$41.6K Buy
+565
New +$39.9K 0.01% 563
2023
Q3 		– Sell
-1,089
Closed -$78.7K – 1391
2023
Q2 		$78.7K Buy
+1,089
New +$79.8K 0.01% 579

Other funds holding BND

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JP Morgan Chase New York $1.47T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $24.6B AUM 15.55% 1-Year Est. Return