Wela Strategies’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.1M | Buy |
189,057
+10,880
| +6% | +$801K | 5.33% | 5 |
|
|
2025
Q2 | $13.1M | Buy |
178,177
+4,031
| +2% | +$293K | 5.18% | 5 |
|
|
2025
Q1 | $12.8M | Buy |
+174,146
| New | +$12.6M | 5.4% | 5 |
|
|
2024
Q4 | – | Sell |
-162,401
| Closed | -$12.2M | – | 56 |
|
|
2024
Q3 | $12.2M | Buy |
162,401
+21,091
| +15% | +$1.56M | 5.32% | 5 |
|
|
2024
Q2 | $10.2M | Buy |
141,310
+3,251
| +2% | +$233K | 4.74% | 5 |
|
|
2024
Q1 | $10M | Buy |
138,059
+13,603
| +11% | +$987K | 4.74% | 5 |
|
|
2023
Q4 | $9.15M | Buy |
124,456
+2,652
| +2% | +$187K | 4.92% | 6 |
|
|
2023
Q3 | $8.5M | Buy |
121,804
+2,047
| +2% | +$146K | 5.08% | 5 |
|
|
2023
Q2 | $8.71M | Buy |
119,757
+2,731
| +2% | +$200K | 6.7% | 4 |
|
|
2023
Q1 | $8.64M | Buy |
117,026
+5,921
| +5% | +$433K | 4.63% | 6 |
|
|
2022
Q4 | $7.98M | Buy |
111,105
+3,237
| +3% | +$232K | 4.48% | 5 |
|
|
2022
Q3 | $7.69M | Sell |
107,868
-367
| -0.3% | -$27.5K | 5.21% | 4 |
|
|
2022
Q2 | $8.15M | Buy |
108,235
+3,403
| +3% | +$259K | 4.78% | 6 |
|
|
2022
Q1 | $8.34M | Buy |
104,832
+17,661
| +20% | +$1.44M | 4.28% | 6 |
|
|
2021
Q4 | $7.39M | Sell |
87,171
-383
| -0.4% | -$32.6K | 3.65% | 8 |
|
|
2021
Q3 | $7.48M | Buy |
87,554
+5,624
| +7% | +$486K | 3.9% | 8 |
|
|
2021
Q2 | $7.04M | Buy |
81,930
+1,352
| +2% | +$115K | 2.85% | 10 |
|
|
2021
Q1 | $6.83M | Buy |
80,578
+4,272
| +6% | +$368K | 3.67% | 9 |
|
|
2020
Q4 | $6.73M | Sell |
76,306
-1,265
| -2% | -$111K | 3.88% | 8 |
|
|
2020
Q3 | $6.84M | Buy |
77,571
+3,861
| +5% | +$342K | 4.36% | 8 |
|
|
2020
Q2 | $6.51M | Sell |
73,710
-2,483
| -3% | -$217K | 4.14% | 7 |
|
|
2020
Q1 | $6.5M | Sell |
76,193
-7,764
| -9% | -$660K | 4.71% | 6 |
|
|
2019
Q4 | $7.04M | Sell |
83,957
-1,198
| -1% | -$101K | 4.16% | 7 |
|
|
2019
Q3 | $7.19M | Sell |
85,155
-2,644
| -3% | -$222K | 4.44% | 7 |
|
|
2019
Q2 | $7.29M | Buy |
87,799
+2,713
| +3% | +$221K | 4.63% | 7 |
|
|
2019
Q1 | $6.91M | Buy |
85,086
+2,298
| +3% | +$184K | 4.6% | 7 |
|
|
2018
Q4 | $6.56M | Buy |
82,788
+39
| +0% | +$3.05K | 4.95% | 7 |
|
|
2018
Q3 | $6.51M | Buy |
82,749
+3,560
| +4% | +$281K | 4.59% | 8 |
|
|
2018
Q2 | $6.27M | Buy |
79,189
+3,850
| +5% | +$304K | 4.67% | 9 |
|
|
2018
Q1 | $6.03M | Buy |
75,339
+9,405
| +14% | +$753K | 4.82% | 9 |
|
|
2017
Q4 | $5.38M | Buy |
65,934
+5,905
| +10% | +$482K | 4.23% | 9 |
|
|
2017
Q3 | $5M | Buy |
60,029
+2,190
| +4% | +$180K | 4.7% | 8 |
|
|
2017
Q2 | $4.73M | Buy |
57,839
+5,912
| +11% | +$483K | 4.34% | 9 |
|
|
2017
Q1 | $4.21M | Buy |
+51,927
| New | +$4.2M | 4.13% | 9 |
|
Other funds holding BND
AF
Wela Strategies's BND Position: Q3 2025 in Review
Wela Strategies increased its Vanguard Total Bond Market (BND) stake by 6.1% in Q3 2025, buying an estimated $801K and bringing the position to 189,057 shares worth $14.1M. The position accounts for 5.33% of the portfolio, ranked #5.
Wela Strategies first reported a position in BND in Q1 2017 and has held it in 34 quarters since. 1,652 funds tracked by Wall St. Rank hold BND as of Q3 2025.
- Wela Strategies held 189,057 shares of Vanguard Total Bond Market worth $14.1M as of Q3 2025.
- Wela Strategies bought 10,880 Vanguard Total Bond Market shares in Q3 2025, an estimated $801K.
- Vanguard Total Bond Market made up 5.33% of Wela Strategies's portfolio in Q3 2025, its #5 holding.
- Wela Strategies first reported a position in Vanguard Total Bond Market in Q1 2017 and has held it in 34 quarters since.
- 1,652 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.
Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.