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

Centricity 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
Q2 		$10.8K Hold
147
– – 0.01% 320
2025
Q1 		$10.8K Hold
147
– – 0.01% 315
2024
Q4 		$10.6K Buy
+147
New +$10.7K 0.01% 321

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 22.96% 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

Centricity Wealth Management's BND Position: Q2 2025 in Review

Centricity Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q2 2025 at 147 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #320.

Centricity Wealth Management first reported a position in BND in Q4 2024 and has held it in 3 quarters since. 1,644 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Centricity Wealth Management held 147 shares of Vanguard Total Bond Market worth $10.8K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard Total Bond Market share count unchanged in Q2 2025.
  • Vanguard Total Bond Market made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #320 holding.
  • Centricity Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 3 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.