TAM
BND icon

Townsend Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Townsend Asset Management’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
-1,707
Closed -$123K – 180
2024
Q4 		$123K Sell
1,707
-196
-10% -$14.3K 0.04% 134
2024
Q3 		$143K Sell
1,903
-91
-5% -$6.73K 0.05% 137
2024
Q2 		$144K Buy
1,994
+4
+0.2% +$286 0.06% 134
2024
Q1 		$145K Sell
1,990
-41
-2% -$2.98K 0.06% 134
2023
Q4 		$149K Buy
+2,031
New +$143K 0.07% 127

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

Townsend Asset Management's BND Position: Q1 2025 in Review

Townsend Asset Management sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 1,707 shares — an estimated $123K sold.

Townsend Asset Management first reported a position in BND in Q4 2023 and held it in 5 quarters. The position peaked at $149K in Q4 2023. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Townsend Asset Management reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Townsend Asset Management sold 1,707 Vanguard Total Bond Market shares in Q1 2025, an estimated $123K.
  • Townsend Asset Management first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 5 quarters.
  • Townsend Asset Management's Vanguard Total Bond Market position peaked at $149K in Q4 2023.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Townsend Asset Management's 13F filing for Q1 2025, filed 21 Apr 2025.