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Peak Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Peak Financial 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
Q4 		– Sell
-2,790
Closed -$207K – 100
2025
Q3 		$207K Sell
2,790
-535
-16% -$39.4K 0.05% 98
2025
Q2 		$245K Buy
+3,325
New +$242K 0.07% 84
2015
Q4 		$280K Buy
+3,473
New +$283K 0.13% 24

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
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 $202M AUM
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

Peak Financial Management's BND Position: Q4 2025 in Review

Peak Financial Management sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 2,790 shares — an estimated $207K sold.

Peak Financial Management first reported a position in BND in Q4 2015 and held it in 3 quarters. The position peaked at $280K in Q4 2015. 1,788 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Peak Financial Management reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Peak Financial Management sold 2,790 Vanguard Total Bond Market shares in Q4 2025, an estimated $207K.
  • Peak Financial Management first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 3 quarters.
  • Peak Financial Management's Vanguard Total Bond Market position peaked at $280K in Q4 2015.
  • 1,788 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Peak Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.