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Fortress Financial Solutions’s Vanguard Total Bond Market BND Stock Holding History

Fortress Financial Solutions’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 		– Sell
-8,298
Closed -$611K – 61
2025
Q2 		$611K Sell
8,298
-91
-1% -$6.62K 0.77% 26
2025
Q1 		$616K Sell
8,389
-15,987
-66% -$1.16M 0.89% 21
2024
Q4 		$1.75M Buy
+24,376
New +$1.78M 2.5% 12

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

Fortress Financial Solutions's BND Position: Q3 2025 in Review

Fortress Financial Solutions sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 8,298 shares — an estimated $611K sold.

Fortress Financial Solutions first reported a position in BND in Q4 2024 and held it in 3 quarters. The position peaked at $1.75M in Q4 2024. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Fortress Financial Solutions reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Fortress Financial Solutions sold 8,298 Vanguard Total Bond Market shares in Q3 2025, an estimated $611K.
  • Fortress Financial Solutions first reported a position in Vanguard Total Bond Market in Q4 2024 and held it in 3 quarters.
  • Fortress Financial Solutions's Vanguard Total Bond Market position peaked at $1.75M in Q4 2024.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Fortress Financial Solutions's 13F filing for Q3 2025, filed 20 Oct 2025.