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 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

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

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

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

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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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

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

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

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

Cherry Tree Wealth Management's BND Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Total Bond Market (BND) stake by 3.1% in Q1 2026, buying an estimated $633K and bringing the position to 280,718 shares worth $20.7M. The position accounts for 4.37% of the portfolio, ranked #3.

Cherry Tree Wealth Management first reported a position in BND in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.1M in Q3 2024. 1,777 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Cherry Tree Wealth Management held 280,718 shares of Vanguard Total Bond Market worth $20.7M as of Q1 2026.
Cherry Tree Wealth Management bought 8,532 Vanguard Total Bond Market shares in Q1 2026, an estimated $633K.
Vanguard Total Bond Market made up 4.37% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #3 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Total Bond Market position peaked at $21.1M in Q3 2024.
1,777 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.