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Stonebridge Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Stonebridge Capital 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
2024
Q4 		– Sell
-2,788
Closed -$209K – 217
2024
Q3 		$209K Sell
2,788
-42
-1% -$3.11K 0.02% 212
2024
Q2 		$204K Sell
2,830
-4,591
-62% -$329K 0.02% 205
2024
Q1 		$539K Buy
7,421
+3,850
+108% +$279K 0.05% 140
2023
Q4 		$263K Hold
3,571
– – 0.03% 179
2023
Q3 		$249K Hold
3,571
– – 0.03% 178
2023
Q2 		$260K Buy
3,571
+143
+4% +$10.5K 0.03% 177
2023
Q1 		$253K Buy
3,428
+208
+6% +$15.2K 0.03% 173
2022
Q4 		$231K Buy
3,220
+1,406
+78% +$101K 0.03% 190
2022
Q3 		$129K Sell
1,814
-59
-3% -$4.42K 0.02% 237
2022
Q2 		$141K Sell
1,873
-76
-4% -$5.78K 0.02% 232
2022
Q1 		$155K Buy
1,949
+1,323
+211% +$108K 0.02% 233
2021
Q4 		$53K Sell
626
-10
-2% -$852 0.01% 361
2021
Q3 		$54K Hold
636
– – 0.01% 342
2021
Q2 		$55K Buy
636
+10
+2% +$853 0.01% 334
2021
Q1 		$53K Buy
+626
New +$54K 0.01% 343
2020
Q3 		– Sell
-684
Closed -$60K – 245
2020
Q2 		$60K Hold
684
– – 0.01% 268
2020
Q1 		$58K Buy
684
+58
+9% +$4.93K 0.01% 247
2019
Q4 		$52K Sell
626
-613
-49% -$51.5K 0.01% 319
2019
Q3 		$105K Sell
1,239
-2,065
-63% -$173K 0.02% 228
2019
Q2 		$274K Buy
+3,304
New +$269K 0.05% 148

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
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Stonebridge Capital Advisors's BND Position: Q4 2024 in Review

Stonebridge Capital Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 2,788 shares — an estimated $209K sold.

Stonebridge Capital Advisors first reported a position in BND in Q2 2019 and held it in 20 quarters. The position peaked at $539K in Q1 2024. 1,608 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Stonebridge Capital Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 2,788 Vanguard Total Bond Market shares in Q4 2024, an estimated $209K.
  • Stonebridge Capital Advisors first reported a position in Vanguard Total Bond Market in Q2 2019 and held it in 20 quarters.
  • Stonebridge Capital Advisors's Vanguard Total Bond Market position peaked at $539K in Q1 2024.
  • 1,608 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.