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Strategic Wealth Investment Group’s Vanguard Total Bond Market BND Stock Holding History

Strategic Wealth Investment Group’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
Q4 		– Sell
-4,277
Closed -$318K – 102
2025
Q3 		$318K Buy
+4,277
New +$315K 0.03% 101
2024
Q4 		– Sell
-3,979
Closed -$299K – 133
2024
Q3 		$299K Sell
3,979
-1,379
-26% -$102K 0.03% 111
2024
Q2 		$383K Buy
+5,358
New +$384K 0.05% 96
2023
Q4 		$306K Buy
4,162
+66
+2% +$4.66K 0.05% 102
2023
Q3 		$286K Buy
4,096
+204
+5% +$14.6K 0.05% 87
2023
Q2 		$283K Buy
3,892
+386
+11% +$28.3K 0.04% 103
2023
Q1 		$259K Buy
3,506
+254
+8% +$18.6K 0.05% 111
2022
Q4 		$242K Buy
3,252
+48
+1% +$3.44K 0.06% 107
2022
Q3 		$229K Sell
3,204
-658
-17% -$49.2K 0.07% 95
2022
Q2 		$291K Buy
3,862
+389
+11% +$29.6K 0.07% 106
2022
Q1 		$276K Sell
3,473
-2,417
-41% -$197K 0.07% 80
2021
Q4 		$499K Buy
5,890
+569
+11% +$48.5K 0.13% 61
2021
Q3 		$450K Sell
5,321
-358
-6% -$30.9K 0.13% 61
2021
Q2 		$488K Buy
5,679
+1,215
+27% +$104K 0.17% 56
2021
Q1 		$378K Buy
4,464
+298
+7% +$25.7K 0.18% 56
2020
Q4 		$367K Buy
4,166
+134
+3% +$11.8K 0.22% 61
2020
Q3 		$356K Buy
4,032
+97
+2% +$8.6K 0.27% 64
2020
Q2 		$348K Buy
3,935
+422
+12% +$36.9K 0.34% 61
2020
Q1 		$300K Buy
3,513
+126
+4% +$10.7K 0.49% 35
2019
Q4 		$284K Buy
+3,387
New +$285K 0.29% 45

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
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 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Wealth Investment Group's BND Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 4,277 shares — an estimated $318K sold.

Strategic Wealth Investment Group first reported a position in BND in Q4 2019 and held it in 20 quarters. The position peaked at $499K in Q4 2021. 1,796 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 4,277 Vanguard Total Bond Market shares in Q4 2025, an estimated $318K.
  • Strategic Wealth Investment Group first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 20 quarters.
  • Strategic Wealth Investment Group's Vanguard Total Bond Market position peaked at $499K in Q4 2021.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.