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

Cahill 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 Q1	$3.07M	Sell	41,813 -4,436	-10%	-$322K	1.56%	12
2024 Q4	$3.33M	Sell	46,249 -6,874	-13%	-$503K	1.7%	12
2024 Q3	$3.99M	Sell	53,123 -4,503	-8%	-$333K	2.06%	10
2024 Q2	$4.15M	Sell	57,626 -786	-1%	-$56.3K	2.48%	8
2024 Q1	$4.24M	Sell	58,412 -3,917	-6%	-$284K	2.47%	8
2023 Q4	$4.58M	Sell	62,329 -10,480	-14%	-$740K	3.08%	7
2023 Q3	$5.08M	Sell	72,809 -1,019	-1%	-$72.7K	3.9%	6
2023 Q2	$5.37M	Buy	73,828 +2,554	+4%	+$187K	3.7%	7
2023 Q1	$5.26M	Buy	71,274 +856	+1%	+$62.6K	3.89%	7
2022 Q4	$5.15M	Buy	70,418 +59,665	+555%	+$4.27M	3.74%	7
2022 Q3	$767K	Buy	10,753 +486	+5%	+$36.4K	0.68%	22
2022 Q2	$772K	Buy	+10,267	New	+$781K	0.65%	24

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cahill Wealth Management's BND Position: Q1 2025 in Review

Cahill Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 9.6% in Q1 2025, selling an estimated $322K and leaving 41,813 shares worth $3.07M. The position accounts for 1.56% of the portfolio, ranked #12.

Cahill Wealth Management first reported a position in BND in Q2 2022 and has held it in 12 quarters since. The position peaked at $5.37M in Q2 2023. 1,611 funds tracked by Wall St. Rank hold BND as of Q1 2025.

Cahill Wealth Management held 41,813 shares of Vanguard Total Bond Market worth $3.07M as of Q1 2025.
Cahill Wealth Management sold 4,436 Vanguard Total Bond Market shares in Q1 2025, an estimated $322K.
Vanguard Total Bond Market made up 1.56% of Cahill Wealth Management's portfolio in Q1 2025, its #12 holding.
Cahill Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 12 quarters since.
Cahill Wealth Management's Vanguard Total Bond Market position peaked at $5.37M in Q2 2023.
1,611 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.