PWM
BND icon

PBMares Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

PBMares Wealth Management’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 		$3.3M Sell
44,309
-999
-2% -$73.6K 0.53% 30
2025
Q2 		$3.34M Buy
45,308
+3,112
+7% +$226K 0.61% 29
2025
Q1 		$3.1M Buy
42,196
+4,536
+12% +$329K 0.62% 26
2024
Q4 		$2.71M Buy
37,660
+8,271
+28% +$605K 0.55% 30
2024
Q3 		$2.21M Buy
29,389
+9,172
+45% +$679K 0.46% 32
2024
Q2 		$1.46M Sell
20,217
-13,755
-40% -$985K 0.36% 45
2024
Q1 		$2.47M Buy
33,972
+971
+3% +$70.5K 0.64% 31
2023
Q4 		$2.43M Buy
33,001
+9,367
+40% +$661K 0.73% 28
2023
Q3 		$1.65M Buy
23,634
+40
+0.2% +$2.86K 0.59% 29
2023
Q2 		$1.72M Buy
23,594
+107
+0.5% +$7.84K 0.61% 28
2023
Q1 		$1.73M Buy
23,487
+67
+0.3% +$4.9K 0.64% 25
2022
Q4 		$1.68M Sell
23,420
-1,533
-6% -$110K 0.68% 26
2022
Q3 		$1.78M Buy
24,953
+875
+4% +$65.5K 0.78% 27
2022
Q2 		$1.81M Buy
24,078
+8,510
+55% +$648K 0.78% 24
2022
Q1 		$1.24M Sell
15,568
-941
-6% -$76.9K 0.76% 30
2021
Q4 		$1.4M Sell
16,509
-22,687
-58% -$1.93M 0.59% 30
2021
Q3 		$3.35M Buy
39,196
+9,493
+32% +$820K 1.6% 13
2021
Q2 		$2.55M Buy
29,703
+2,409
+9% +$205K 1.39% 14
2021
Q1 		$2.31M Buy
27,294
+20,580
+307% +$1.77M 1.89% 10
2020
Q4 		$592K Buy
+6,714
New +$591K 0.68% 58
2020
Q3 		– Sell
-3,231
Closed -$285K – 108
2020
Q2 		$285K Hold
3,231
– – 0.43% 80
2020
Q1 		$276K Buy
+3,231
New +$274K 0.43% 78

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

PBMares Wealth Management's BND Position: Q3 2025 in Review

PBMares Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 2.2% in Q3 2025, selling an estimated $73.6K and leaving 44,309 shares worth $3.3M. The position accounts for 0.53% of the portfolio, ranked #30.

PBMares Wealth Management first reported a position in BND in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.35M in Q3 2021. 1,652 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • PBMares Wealth Management held 44,309 shares of Vanguard Total Bond Market worth $3.3M as of Q3 2025.
  • PBMares Wealth Management sold 999 Vanguard Total Bond Market shares in Q3 2025, an estimated $73.6K.
  • Vanguard Total Bond Market made up 0.53% of PBMares Wealth Management's portfolio in Q3 2025, its #30 holding.
  • PBMares Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 22 quarters since.
  • PBMares Wealth Management's Vanguard Total Bond Market position peaked at $3.35M in Q3 2021.
  • 1,652 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.