Summit Financial Strategies’s Vanguard Total Bond Market BND Stock Holding History

Summit Financial Strategies’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	-3,623	Closed	-$261K	–	150
2024 Q4	$261K	Sell	3,623 -1,288	-26%	-$94.2K	0.03%	120
2024 Q3	$369K	Sell	4,911 -621	-11%	-$46K	0.04%	104
2024 Q2	$399K	Sell	5,532 -1,682	-23%	-$120K	0.05%	95
2024 Q1	$524K	Sell	7,214 -21	-0.3%	-$1.52K	0.07%	75
2023 Q4	$532K	Sell	7,235 -1,432	-17%	-$101K	0.08%	68
2023 Q3	$605K	Buy	8,667 +1,491	+21%	+$106K	0.12%	59
2023 Q2	$522K	Sell	7,176 -1,489	-17%	-$109K	0.1%	63
2023 Q1	$640K	Buy	8,665 +813	+10%	+$59.5K	0.13%	59
2022 Q4	$564K	Buy	+7,852	New	+$562K	0.12%	56
2022 Q3	–	Sell	-2,914	Closed	-$219K	–	119
2022 Q2	$219K	Buy	+2,914	New	+$222K	0.05%	110

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial Strategies's BND Position: Q1 2025 in Review

Summit Financial Strategies sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 3,623 shares — an estimated $261K sold.

Summit Financial Strategies first reported a position in BND in Q2 2022 and held it in 10 quarters. The position peaked at $640K in Q1 2023. 1,613 funds tracked by Wall St. Rank hold BND as of Q1 2025.

Summit Financial Strategies reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
Summit Financial Strategies sold 3,623 Vanguard Total Bond Market shares in Q1 2025, an estimated $261K.
Summit Financial Strategies first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 10 quarters.
Summit Financial Strategies's Vanguard Total Bond Market position peaked at $640K in Q1 2023.
1,613 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Summit Financial Strategies's 13F filing for Q1 2025, filed 12 May 2025.