WAG
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Wiser Advisor Group’s Vanguard Total Bond Market BND Stock Holding History

Wiser Advisor 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
2026
Q1 		$1.99M Sell
27,004
-1,207
-4% -$89.5K 2.4% 13
2025
Q4 		$2.09M Buy
28,211
+524
+2% +$39K 2.39% 11
2025
Q3 		$2.06M Sell
27,687
-1,882
-6% -$139K 2.56% 10
2025
Q2 		$2.18M Sell
29,569
-1,094
-4% -$79.6K 3.78% 8
2025
Q1 		$2.25M Sell
30,663
-1,886
-6% -$137K 3.33% 6
2024
Q4 		$2.34M Sell
32,549
-183
-0.6% -$13.4K 3.4% 7
2024
Q3 		$2.46M Sell
32,732
-988
-3% -$73.1K 3.67% 4
2024
Q2 		$2.43M Sell
33,720
-6,622
-16% -$474K 3.82% 4
2024
Q1 		$2.93M Sell
40,342
-1,787
-4% -$130K 4.59% 4
2023
Q4 		$3.1M Buy
+42,129
New +$2.97M 5.15% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return