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SFMG Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

SFMG Wealth 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
-3,252
Closed -$239K – 284
2025
Q1 		$239K Sell
3,252
-19,621
-86% -$1.42M 0.02% 235
2024
Q4 		$1.64M Buy
22,873
+16,917
+284% +$1.24M 0.13% 79
2024
Q3 		$447K Sell
5,956
-1,440
-19% -$107K 0.04% 153
2024
Q2 		$533K Sell
7,396
-3,174
-30% -$227K 0.05% 130
2024
Q1 		$768K Buy
10,570
+22
+0.2% +$1.6K 0.07% 106
2023
Q4 		$776K Sell
10,548
-418
-4% -$29.5K 0.07% 101
2023
Q3 		$765K Sell
10,966
-3,215
-23% -$230K 0.08% 98
2023
Q2 		$1.03M Sell
14,181
-2,740
-16% -$201K 0.11% 86
2023
Q1 		$1.25M Sell
16,921
-9,075
-35% -$664K 0.13% 79
2022
Q4 		$1.87M Sell
25,996
-568,720
-96% -$40.7M 0.21% 65
2022
Q3 		$42.1M Buy
594,716
+571,910
+2,508% +$42.8M 4.91% 6
2022
Q2 		$1.72M Buy
+22,806
New +$1.74M 0.2% 65

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
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

SFMG Wealth Advisors's BND Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 3,252 shares — an estimated $239K sold.

SFMG Wealth Advisors first reported a position in BND in Q2 2022 and held it in 12 quarters. The position peaked at $42.1M in Q3 2022. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • SFMG Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,252 Vanguard Total Bond Market shares in Q2 2025, an estimated $239K.
  • SFMG Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 12 quarters.
  • SFMG Wealth Advisors's Vanguard Total Bond Market position peaked at $42.1M in Q3 2022.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.