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SYM Financial Corp’s Vanguard Total Bond Market BND Stock Holding History

SYM Financial Corp’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
Q3 		– Sell
-3,128
Closed -$230K – 414
2025
Q2 		$230K Sell
3,128
-49
-2% -$3.56K 0.03% 270
2025
Q1 		$233K Sell
3,177
-70
-2% -$5.08K 0.03% 226
2024
Q4 		$233K Buy
+3,247
New +$237K 0.03% 199
2023
Q4 		– Sell
-2,842
Closed -$198K – 179
2023
Q3 		$198K Sell
2,842
-10,833
-79% -$773K 0.04% 90
2023
Q2 		$994K Buy
13,675
+3,975
+41% +$291K 0.2% 22
2023
Q1 		$716K Buy
9,700
+864
+10% +$63.2K 0.16% 24
2022
Q4 		$635K Buy
8,836
+2,171
+33% +$156K 0.15% 26
2022
Q3 		$475K Buy
6,665
+487
+8% +$36.4K 0.23% 33
2022
Q2 		$465K Buy
6,178
+2,297
+59% +$175K 0.22% 28
2022
Q1 		$309K Buy
3,881
+69
+2% +$5.64K 0.13% 38
2021
Q4 		$323K Buy
+3,812
New +$325K 0.13% 34

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SYM Financial Corp's BND Position: Q3 2025 in Review

SYM Financial Corp sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 3,128 shares — an estimated $230K sold.

SYM Financial Corp first reported a position in BND in Q4 2021 and held it in 11 quarters. The position peaked at $994K in Q2 2023. 1,652 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • SYM Financial Corp reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 3,128 Vanguard Total Bond Market shares in Q3 2025, an estimated $230K.
  • SYM Financial Corp first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 11 quarters.
  • SYM Financial Corp's Vanguard Total Bond Market position peaked at $994K in Q2 2023.
  • 1,652 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.