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

SAM 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 Q2	–	Sell	-6,561	Closed	-$482K	–	43
2025 Q1	$482K	Sell	6,561 -3,204	-33%	-$233K	0.18%	33
2024 Q4	$703K	Buy	9,765 +3,206	+49%	+$234K	0.25%	27
2024 Q3	$493K	Sell	6,559 -267,053	-98%	-$19.8M	0.18%	34
2024 Q2	$19.7M	Buy	273,612 +5,996	+2%	+$429K	7.14%	3
2024 Q1	$19.4M	Buy	267,616 +9,567	+4%	+$694K	7.08%	3
2023 Q4	$19M	Buy	258,049 +10,489	+4%	+$741K	7.48%	3
2023 Q3	$17.3M	Sell	247,560 -1,600	-0.6%	-$114K	7.49%	3
2023 Q2	$18.1M	Buy	249,160 +90,478	+57%	+$6.63M	7.53%	3
2023 Q1	$11.7M	Sell	158,682 -21,471	-12%	-$1.57M	5.26%	6
2022 Q4	$12.9M	Buy	+180,153	New	+$12.9M	5.7%	5

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM Advisors's BND Position: Q2 2025 in Review

SAM Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 6,561 shares — an estimated $482K sold.

SAM Advisors first reported a position in BND in Q4 2022 and held it in 10 quarters. The position peaked at $19.7M in Q2 2024. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

SAM Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
SAM Advisors sold 6,561 Vanguard Total Bond Market shares in Q2 2025, an estimated $482K.
SAM Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 10 quarters.
SAM Advisors's Vanguard Total Bond Market position peaked at $19.7M in Q2 2024.
1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on SAM Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.