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

PFG Private 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 Q4	–	Sell	-19,223	Closed	-$1.43M	–	87
2025 Q3	$1.43M	Buy	+19,223	New	+$1.42M	0.64%	47
2024 Q4	–	Sell	-1,075	Closed	-$80.7K	–	241
2024 Q3	$80.7K	Buy	+1,075	New	+$79.6K	0.05%	85
2023 Q2	–	Sell	-757	Closed	-$55.9K	–	285
2023 Q1	$55.9K	Buy	+757	New	+$55.4K	0.04%	145
2021 Q4	–	Sell	-8	Closed	-$1K	–	314
2021 Q3	$1K	Buy	+8	New	+$691	﹤0.01%	288

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Align Financial Hermantown, Minnesota $176M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

PFG Private Wealth Management's BND Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 19,223 shares — an estimated $1.43M sold.

PFG Private Wealth Management first reported a position in BND in Q3 2021 and held it in 4 quarters. The position peaked at $1.43M in Q3 2025. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

PFG Private Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 19,223 Vanguard Total Bond Market shares in Q4 2025, an estimated $1.43M.
PFG Private Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 4 quarters.
PFG Private Wealth Management's Vanguard Total Bond Market position peaked at $1.43M in Q3 2025.
1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.