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Retirement Guys Formula’s Vanguard Total Bond Market BND Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-17,295
Closed -$1.24M – 140
2024
Q4 		$1.24M Sell
17,295
-4,782
-22% -$350K 0.63% 51
2024
Q3 		$1.66M Sell
22,077
-1,543
-7% -$114K 0.77% 38
2024
Q2 		$1.7M Sell
23,620
-1,873
-7% -$134K 0.82% 35
2024
Q1 		$1.85M Buy
+25,493
New +$1.85M 0.9% 34
2022
Q1 		– Sell
-3,199
Closed -$271K – 135
2021
Q4 		$271K Buy
+3,199
New +$272K 0.22% 88

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Guys Formula's BND Position: Q1 2025 in Review

Retirement Guys Formula sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 17,295 shares — an estimated $1.24M sold.

Retirement Guys Formula first reported a position in BND in Q4 2021 and held it in 5 quarters. The position peaked at $1.85M in Q1 2024. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Retirement Guys Formula reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 17,295 Vanguard Total Bond Market shares in Q1 2025, an estimated $1.24M.
  • Retirement Guys Formula first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 5 quarters.
  • Retirement Guys Formula's Vanguard Total Bond Market position peaked at $1.85M in Q1 2024.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Retirement Guys Formula's 13F filing for Q1 2025, filed 23 Apr 2025.