Financial Partners Group (Tennessee)’s Vanguard Total Bond Market BND Stock Holding History

Financial Partners Group (Tennessee)’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	$302K	Hold	4,097	–	–	0.11%	79
2025 Q1	$301K	Sell	4,097 -396	-9%	-$28.7K	0.13%	71
2024 Q4	$323K	Buy	4,493 +155	+4%	+$11.3K	0.13%	78
2024 Q3	$326K	Sell	4,338 -186	-4%	-$13.8K	0.12%	84
2024 Q2	$326K	Buy	4,524 +27	+0.6%	+$1.93K	0.13%	80
2024 Q1	$327K	Buy	4,497 +106	+2%	+$7.69K	0.13%	83
2023 Q4	$323K	Buy	4,391 +67	+2%	+$4.73K	0.15%	74
2023 Q3	$302K	Buy	4,324 +37	+0.9%	+$2.64K	0.14%	73
2023 Q2	$312K	Buy	4,287 +585	+16%	+$42.9K	0.16%	66
2023 Q1	$273K	Buy	3,702 +43	+1%	+$3.15K	0.14%	69
2022 Q4	$263K	Buy	+3,659	New	+$262K	0.16%	64

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Partners Group (Tennessee)'s BND Position: Q2 2025 in Review

Financial Partners Group (Tennessee) held its Vanguard Total Bond Market (BND) position steady in Q2 2025 at 4,097 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #79.

Financial Partners Group (Tennessee) first reported a position in BND in Q4 2022 and has held it in 11 quarters since. The position peaked at $327K in Q1 2024. 1,640 funds tracked by Wall St. Rank hold BND as of Q2 2025.

Financial Partners Group (Tennessee) held 4,097 shares of Vanguard Total Bond Market worth $302K as of Q2 2025.
Financial Partners Group (Tennessee) left its Vanguard Total Bond Market share count unchanged in Q2 2025.
Vanguard Total Bond Market made up 0.11% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #79 holding.
Financial Partners Group (Tennessee) first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s Vanguard Total Bond Market position peaked at $327K in Q1 2024.
1,640 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.