Cherry Tree Wealth Management
BND icon

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

Cherry Tree 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
2026
Q3 		$20.2M Sell
288,277
-160
-0.1% -$11.5K 3.81% 5
2026
Q2 		$21.2M Buy
288,437
+7,719
+3% +$566K 3.98% 4
2026
Q1 		$20.7M Buy
280,718
+8,532
+3% +$633K 4.37% 3
2025
Q4 		$20.2M Buy
272,186
+2,952
+1% +$220K 4.26% 2
2025
Q3 		$20M Sell
269,234
-4,762
-2% -$351K 4.4% 2
2025
Q2 		$20.2M Sell
273,996
-9,610
-3% -$699K 4.69% 2
2025
Q1 		$20.8M Buy
283,606
+4,844
+2% +$352K 5.02% 2
2024
Q4 		$20M Sell
278,762
-1,886
-0.7% -$138K 4.96% 2
2024
Q3 		$21.1M Sell
280,648
-1,586
-0.6% -$117K 5% 2
2024
Q2 		$20.3M Buy
282,234
+265
+0.1% +$19K 5.11% 2
2024
Q1 		$20.5M Buy
281,969
+6,916
+3% +$502K 5.15% 2
2023
Q4 		$20.2M Buy
275,053
+13,028
+5% +$920K 5.41% 2
2023
Q3 		$18.3M Buy
262,025
+22,386
+9% +$1.6M 5.36% 3
2023
Q2 		$17.4M Buy
+239,639
New +$17.6M 5.07% 3

Other funds holding BND

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cherry Tree Wealth Management's BND Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 0.06% in Q3 2026, selling an estimated $11.5K and leaving 288,277 shares worth $20.2M. The position accounts for 3.81% of the portfolio, ranked #5.

Cherry Tree Wealth Management first reported a position in BND in Q2 2023 and has held it in 14 quarters since. The position peaked at $21.2M in Q2 2026. 1,104 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Cherry Tree Wealth Management held 288,277 shares of Vanguard Total Bond Market worth $20.2M as of Q3 2026.
  • Cherry Tree Wealth Management sold 160 Vanguard Total Bond Market shares in Q3 2026, an estimated $11.5K.
  • Vanguard Total Bond Market made up 3.81% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Vanguard Total Bond Market position peaked at $21.2M in Q2 2026.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.