RA
BND icon

Rise Advisors’s Vanguard Total Bond Market BND Stock Holding History

Rise Advisors’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
-657
Closed -$48.9K – 280
2025
Q3 		$48.9K Sell
657
-310
-32% -$22.8K 0.02% 254
2025
Q2 		$71.2K Buy
967
+9
+0.9% +$655 0.03% 198
2025
Q1 		$70.4K Sell
958
-44
-4% -$3.19K 0.03% 188
2024
Q4 		$72K Sell
1,002
-263
-21% -$19.2K 0.03% 174
2024
Q3 		$95K Buy
1,265
+12
+1% +$888 0.05% 152
2024
Q2 		$90.3K Sell
1,253
-11
-0.9% -$788 0.05% 159
2024
Q1 		$91.8K Sell
1,264
-90
-7% -$6.53K 0.05% 161
2023
Q4 		$99.6K Buy
1,354
+12
+0.9% +$847 0.07% 104
2023
Q3 		$93.6K Buy
1,342
+9
+0.7% +$643 0.07% 95
2023
Q2 		$96.9K Buy
1,333
+10
+0.8% +$733 0.07% 104
2023
Q1 		$97.7K Sell
1,323
-16
-1% -$1.17K 0.07% 106
2022
Q4 		$96.2K Sell
1,339
-5,773
-81% -$414K 0.08% 105
2022
Q3 		$507K Sell
7,112
-94
-1% -$7.03K 0.42% 29
2022
Q2 		$542K Sell
7,206
-366
-5% -$27.9K 0.55% 29
2022
Q1 		$602K Buy
7,572
+705
+10% +$57.6K 0.54% 28
2021
Q4 		$582K Buy
+6,867
New +$585K 0.55% 29

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rise Advisors's BND Position: Q4 2025 in Review

Rise Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 657 shares — an estimated $48.9K sold.

Rise Advisors first reported a position in BND in Q4 2021 and held it in 16 quarters. The position peaked at $602K in Q1 2022. 1,795 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Rise Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 657 Vanguard Total Bond Market shares in Q4 2025, an estimated $48.9K.
  • Rise Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Vanguard Total Bond Market position peaked at $602K in Q1 2022.
  • 1,795 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.