Rebalance’s Vanguard Total Bond Market BND Stock Holding History

Rebalance’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
2026 Q1	$16.2M	Buy	220,627 +6,750	+3%	+$501K	0.94%	17
2025 Q4	$15.8M	Buy	213,877 +5,946	+3%	+$443K	0.93%	16
2025 Q3	$15.5M	Buy	207,931 +4,605	+2%	+$339K	0.93%	16
2025 Q2	$15M	Buy	203,326 +2,097	+1%	+$153K	1.02%	13
2025 Q1	$14.8M	Sell	201,229 -10,302	-5%	-$748K	1.09%	13
2024 Q4	$15.2M	Buy	211,531 +17,312	+9%	+$1.27M	1.14%	13
2024 Q3	$14.6M	Buy	194,219 +484	+0.2%	+$35.8K	1.07%	13
2024 Q2	$14M	Buy	193,735 +27,218	+16%	+$1.95M	1.12%	13
2024 Q1	$12.1M	Buy	166,517 +10,849	+7%	+$787K	0.99%	15
2023 Q4	$11.4M	Sell	155,668 -25,843	-14%	-$1.82M	1%	15
2023 Q3	$12.7M	Buy	181,511 +7,325	+4%	+$523K	1.23%	15
2023 Q2	$12.7M	Buy	174,186 +90,200	+107%	+$6.61M	1.2%	15
2023 Q1	$6.2M	Buy	83,986 +2,010	+2%	+$147K	0.61%	20
2022 Q4	$5.89M	Buy	+81,976	New	+$5.87M	0.61%	20

Other funds holding BND

JP Morgan Chase

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 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 Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return