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SPC Financial Inc’s Vanguard Total Bond Market BND Stock Holding History

SPC Financial Inc’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
Q1 		– Sell
-3,378
Closed -$243K – 262
2024
Q4 		$243K Sell
3,378
-48
-1% -$3.51K 0.02% 229
2024
Q3 		$257K Buy
+3,426
New +$254K 0.02% 224

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPC Financial Inc's BND Position: Q1 2025 in Review

SPC Financial Inc sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 3,378 shares — an estimated $243K sold.

SPC Financial Inc first reported a position in BND in Q3 2024 and held it in 2 quarters. The position peaked at $257K in Q3 2024. 1,613 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • SPC Financial Inc reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • SPC Financial Inc sold 3,378 Vanguard Total Bond Market shares in Q1 2025, an estimated $243K.
  • SPC Financial Inc first reported a position in Vanguard Total Bond Market in Q3 2024 and held it in 2 quarters.
  • SPC Financial Inc's Vanguard Total Bond Market position peaked at $257K in Q3 2024.
  • 1,613 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on SPC Financial Inc's 13F filing for Q1 2025, filed 8 May 2025.