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Smart Portfolios LLC’s Vanguard Total Bond Market BND Stock Holding History

Smart Portfolios LLC’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
2024
Q4 		– Sell
-5,086
Closed -$382K – 97
2024
Q3 		$382K Hold
5,086
– – 0.39% 78
2024
Q2 		$366K Hold
5,086
– – 0.37% 76
2024
Q1 		$369K Hold
5,086
– – 0.39% 73
2023
Q4 		$368K Hold
5,086
– – 0.43% 59
2023
Q3 		$355K Hold
5,086
– – 0.64% 32
2023
Q2 		$370K Sell
5,086
-3,106
-38% -$228K 0.65% 32
2023
Q1 		$605K Hold
8,192
– – 1.07% 25
2022
Q4 		$589K Buy
+8,192
New +$587K 1.18% 26
2018
Q3 		– Sell
-2,000
Closed -$158K – 131
2018
Q2 		$158K Buy
+2,000
New +$158K 0.1% 51

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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

Smart Portfolios LLC's BND Position: Q4 2024 in Review

Smart Portfolios LLC sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 5,086 shares — an estimated $382K sold.

Smart Portfolios LLC first reported a position in BND in Q2 2018 and held it in 9 quarters. The position peaked at $605K in Q1 2023. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Smart Portfolios LLC reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Smart Portfolios LLC sold 5,086 Vanguard Total Bond Market shares in Q4 2024, an estimated $382K.
  • Smart Portfolios LLC first reported a position in Vanguard Total Bond Market in Q2 2018 and held it in 9 quarters.
  • Smart Portfolios LLC's Vanguard Total Bond Market position peaked at $605K in Q1 2023.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Smart Portfolios LLC's 13F filing for Q4 2024, filed 10 Feb 2025.