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Strategic Advocates’s Vanguard Total Bond Market BND Stock Holding History

Strategic Advocates’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
-12,260
Closed -$882K – 115
2024
Q4 		$882K Buy
12,260
+2,020
+20% +$148K 0.3% 53
2024
Q3 		$769K Sell
10,240
-2,160
-17% -$160K 0.28% 56
2024
Q2 		$893K Buy
12,400
+173
+1% +$12.4K 0.35% 40
2024
Q1 		$888K Buy
12,227
+4,338
+55% +$315K 0.34% 51
2023
Q4 		$580K Buy
+7,889
New +$557K 0.25% 77

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

Strategic Advocates's BND Position: Q1 2025 in Review

Strategic Advocates sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 12,260 shares — an estimated $882K sold.

Strategic Advocates first reported a position in BND in Q4 2023 and held it in 5 quarters. The position peaked at $893K in Q2 2024. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Strategic Advocates reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Strategic Advocates sold 12,260 Vanguard Total Bond Market shares in Q1 2025, an estimated $882K.
  • Strategic Advocates first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 5 quarters.
  • Strategic Advocates's Vanguard Total Bond Market position peaked at $893K in Q2 2024.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Strategic Advocates's 13F filing for Q1 2025, filed 8 May 2025.