SWTS
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Stonehaven Wealth & Tax Solutions’s Vanguard Total Bond Market BND Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-11,421
Closed -$821K – 74
2024
Q4 		$821K Buy
+11,421
New +$835K 0.89% 34

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
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

Stonehaven Wealth & Tax Solutions's BND Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 11,421 shares — an estimated $821K sold.

Stonehaven Wealth & Tax Solutions first reported a position in BND in Q4 2024 and held it in 1 quarter. The position peaked at $821K in Q4 2024. 1,610 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 11,421 Vanguard Total Bond Market shares in Q1 2025, an estimated $821K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Vanguard Total Bond Market in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Vanguard Total Bond Market position peaked at $821K in Q4 2024.
  • 1,610 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.