CWC
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Carolinas Wealth Consulting’s Vanguard Total Bond Market BND Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-7,093
Closed -$521K – 104
2025
Q1 		$521K Buy
7,093
+44
+0.6% +$3.19K 0.11% 95
2024
Q4 		$507K Buy
7,049
+86
+1% +$6.29K 0.1% 104
2024
Q3 		$523K Sell
6,963
-604
-8% -$44.7K 0.09% 107
2024
Q2 		$545K Buy
7,567
+730
+11% +$52.3K 0.11% 98
2024
Q1 		$497K Buy
6,837
+39
+0.6% +$2.83K 0.1% 99
2023
Q4 		$500K Buy
6,798
+57
+0.8% +$4.02K 0.11% 90
2023
Q3 		$462K Sell
6,741
-467
-6% -$33.3K 0.12% 89
2023
Q2 		$524K Buy
7,208
+50
+0.7% +$3.66K 0.1% 99
2023
Q1 		$529K Buy
7,158
+30
+0.4% +$2.19K 0.11% 99
2022
Q4 		$512K Buy
7,128
+60
+0.8% +$4.3K 0.12% 97
2022
Q3 		$504K Buy
7,068
+40
+0.6% +$2.99K 0.13% 88
2022
Q2 		$529K Buy
7,028
+41
+0.6% +$3.12K 0.13% 83
2022
Q1 		$556K Buy
6,987
+21
+0.3% +$1.72K 0.12% 84
2021
Q4 		$590K Buy
6,966
+50
+0.7% +$4.26K 0.13% 85
2021
Q3 		$591K Buy
6,916
+6,376
+1,181% +$550K 0.14% 75
2021
Q2 		$46K Hold
540
– – 0.01% 377
2021
Q1 		$46K Sell
540
-335
-38% -$28.9K 0.01% 375
2020
Q4 		$77K Buy
875
+1
+0.1% +$88 0.02% 265
2020
Q3 		$77K Buy
874
+112
+15% +$9.93K 0.03% 220
2020
Q2 		$67K Hold
762
– – 0.03% 174
2020
Q1 		$65K Buy
+762
New +$64.7K 0.04% 121

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carolinas Wealth Consulting's BND Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 7,093 shares — an estimated $521K sold.

Carolinas Wealth Consulting first reported a position in BND in Q1 2020 and held it in 21 quarters. The position peaked at $591K in Q3 2021. 1,645 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7,093 Vanguard Total Bond Market shares in Q2 2025, an estimated $521K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Vanguard Total Bond Market position peaked at $591K in Q3 2021.
  • 1,645 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.