Parkside Advisors’s Vanguard Total Bond Market BND Stock Holding History

Parkside 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 Q2	$1.9M	Sell	25,754 -949	-4%	-$69K	0.42%	30
2025 Q1	$1.96M	Sell	26,703 -91	-0.3%	-$6.6K	0.47%	28
2024 Q4	$1.93M	Buy	26,794 +6,106	+30%	+$446K	0.45%	29
2024 Q3	$1.55M	Hold	20,688	–	–	0.37%	33
2024 Q2	$1.49M	Sell	20,688 -598	-3%	-$42.8K	0.38%	34
2024 Q1	$1.55M	Buy	+21,286	New	+$1.54M	0.4%	32
2021 Q1	–	Sell	-16,079	Closed	-$1.42M	–	68
2020 Q4	$1.42M	Buy	16,079 +118	+0.7%	+$10.4K	0.53%	25
2020 Q3	$1.41M	Buy	15,961 +75	+0.5%	+$6.65K	0.62%	23
2020 Q2	$1.4M	Buy	15,886 +1,997	+14%	+$175K	0.65%	23
2020 Q1	$1.19M	Sell	13,889 -3	-0%	-$255	0.64%	21
2019 Q4	$1.17M	Buy	13,892 +121	+0.9%	+$10.2K	0.52%	26
2019 Q3	$1.16M	Buy	13,771 +94	+0.7%	+$7.88K	0.61%	23
2019 Q2	$1.14M	Buy	+13,677	New	+$1.11M	0.63%	22

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Parkside Advisors's BND Position: Q2 2025 in Review

Parkside Advisors reduced its Vanguard Total Bond Market (BND) stake by 3.6% in Q2 2025, selling an estimated $69K and leaving 25,754 shares worth $1.9M. The position accounts for 0.42% of the portfolio, ranked #30.

Parkside Advisors first reported a position in BND in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.96M in Q1 2025. 1,644 funds tracked by Wall St. Rank hold BND as of Q2 2025.

Parkside Advisors held 25,754 shares of Vanguard Total Bond Market worth $1.9M as of Q2 2025.
Parkside Advisors sold 949 Vanguard Total Bond Market shares in Q2 2025, an estimated $69K.
Vanguard Total Bond Market made up 0.42% of Parkside Advisors's portfolio in Q2 2025, its #30 holding.
Parkside Advisors first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 13 quarters since.
Parkside Advisors's Vanguard Total Bond Market position peaked at $1.96M in Q1 2025.
1,644 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.