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

Certus 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
Q3 		$8.75M Sell
117,640
-12,265
-9% -$903K 5.24% 5
2025
Q2 		$9.56M Buy
129,905
+658
+0.5% +$47.9K 6.16% 4
2025
Q1 		$9.35M Sell
129,247
-9,967
-7% -$723K 6.35% 3
2024
Q4 		$10.1M Sell
139,214
-25,891
-16% -$1.89M 6.74% 3
2024
Q3 		$12.4M Buy
165,105
+46,049
+39% +$3.41M 8.63% 2
2024
Q2 		$8.58M Sell
119,056
-14,323
-11% -$1.03M 6.51% 4
2024
Q1 		$9.52M Buy
133,379
+15,620
+13% +$1.13M 7.57% 3
2023
Q4 		$8.66M Sell
117,759
-19,392
-14% -$1.37M 7.35% 3
2023
Q3 		$9.57M Buy
137,151
+13,736
+11% +$981K 9.15% 2
2023
Q2 		$8.97M Buy
+123,415
New +$9.04M 8.91% 2

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

Certus Wealth Management's BND Position: Q3 2025 in Review

Certus Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 9.4% in Q3 2025, selling an estimated $903K and leaving 117,640 shares worth $8.75M. The position accounts for 5.24% of the portfolio, ranked #5.

Certus Wealth Management first reported a position in BND in Q2 2023 and has held it in 10 quarters since. The position peaked at $12.4M in Q3 2024. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Certus Wealth Management held 117,640 shares of Vanguard Total Bond Market worth $8.75M as of Q3 2025.
  • Certus Wealth Management sold 12,265 Vanguard Total Bond Market shares in Q3 2025, an estimated $903K.
  • Vanguard Total Bond Market made up 5.24% of Certus Wealth Management's portfolio in Q3 2025, its #5 holding.
  • Certus Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 10 quarters since.
  • Certus Wealth Management's Vanguard Total Bond Market position peaked at $12.4M in Q3 2024.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.