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SevenBridge Financial Group’s Vanguard Total Bond Market BND Stock Holding History

SevenBridge Financial Group’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
Q3 		– Sell
-4,831
Closed -$355K – 214
2025
Q2 		$355K Sell
4,831
-149
-3% -$10.8K 0.06% 167
2025
Q1 		$360K Sell
4,980
-700
-12% -$50.8K 0.07% 171
2024
Q4 		$410K Hold
5,680
– – 0.08% 161
2024
Q3 		$414K Hold
5,680
– – 0.08% 162
2024
Q2 		$420K Buy
5,680
+205
+4% +$14.7K 0.09% 148
2024
Q1 		$391K Buy
5,475
+541
+11% +$39.3K 0.09% 148
2023
Q4 		$363K Buy
+4,934
New +$348K 0.09% 147
2019
Q3 		– Sell
-1,153
Closed -$96K – 192
2019
Q2 		$96K Hold
1,153
– – 0.03% 210
2019
Q1 		$94K Hold
1,153
– – 0.04% 186
2018
Q4 		$91K Buy
1,153
+89
+8% +$6.96K 0.06% 162
2018
Q3 		$84K Hold
1,064
– – 0.04% 185
2018
Q2 		$84K Hold
1,064
– – 0.05% 193
2018
Q1 		$85K Hold
1,064
– – 0.05% 193
2017
Q4 		$87K Hold
1,064
– – 0.05% 199
2017
Q3 		$87K Hold
1,064
– – 0.05% 195
2017
Q2 		$87K Hold
1,064
– – 0.05% 195
2017
Q1 		$86K Sell
1,064
-47
-4% -$3.8K 0.06% 188
2016
Q4 		$93K Hold
1,111
– – 0.07% 199
2016
Q3 		$93K Sell
1,111
-177
-14% -$14.9K 0.07% 196
2016
Q2 		$109K Buy
+1,288
New +$107K 0.08% 187

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SevenBridge Financial Group's BND Position: Q3 2025 in Review

SevenBridge Financial Group sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 4,831 shares — an estimated $355K sold.

SevenBridge Financial Group first reported a position in BND in Q2 2016 and held it in 20 quarters. The position peaked at $420K in Q2 2024. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • SevenBridge Financial Group reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • SevenBridge Financial Group sold 4,831 Vanguard Total Bond Market shares in Q3 2025, an estimated $355K.
  • SevenBridge Financial Group first reported a position in Vanguard Total Bond Market in Q2 2016 and held it in 20 quarters.
  • SevenBridge Financial Group's Vanguard Total Bond Market position peaked at $420K in Q2 2024.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on SevenBridge Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.