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Bullock Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Bullock Wealth 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
Q4 		– Sell
-1,333
Closed -$99.1K – 609
2025
Q3 		$99.1K Buy
+1,333
New +$98.2K 0.05% 209
2024
Q3 		– Sell
-13
Closed -$929 – 582
2024
Q2 		$929 Sell
13
-40
-75% -$2.87K ﹤0.01% 519
2024
Q1 		$3.81K Buy
+53
New +$3.85K ﹤0.01% 439

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bullock Wealth Management's BND Position: Q4 2025 in Review

Bullock Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 1,333 shares — an estimated $99.1K sold.

Bullock Wealth Management first reported a position in BND in Q1 2024 and held it in 3 quarters. The position peaked at $99.1K in Q3 2025. 1,798 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Bullock Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 1,333 Vanguard Total Bond Market shares in Q4 2025, an estimated $99.1K.
  • Bullock Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2024 and held it in 3 quarters.
  • Bullock Wealth Management's Vanguard Total Bond Market position peaked at $99.1K in Q3 2025.
  • 1,798 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.