Iron Horse Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Iron Horse 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 Q2	$95.9K	Buy	1,302 +1,007	+341%	+$73.2K	0.03%	91
2025 Q1	$21.7K	Hold	295	–	–	0.01%	191
2024 Q4	$21.2K	Hold	295	–	–	0.01%	178
2024 Q3	$22.2K	Buy	+295	New	+$21.8K	0.01%	171
2024 Q1	–	Sell	-2	Closed	-$149	–	471
2023 Q4	$149	Hold	2	–	–	﹤0.01%	482
2023 Q3	$140	Buy	+2	New	+$143	﹤0.01%	492

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 $374B AUM 17.66% 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

Iron Horse Wealth Management's BND Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard Total Bond Market (BND) stake by 341% in Q2 2025, buying an estimated $73.2K and bringing the position to 1,302 shares worth $95.9K. The position accounts for 0.03% of the portfolio, ranked #91.

Iron Horse Wealth Management first reported a position in BND in Q3 2023 and has held it in 6 quarters since. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

Iron Horse Wealth Management held 1,302 shares of Vanguard Total Bond Market worth $95.9K as of Q2 2025.
Iron Horse Wealth Management bought 1,007 Vanguard Total Bond Market shares in Q2 2025, an estimated $73.2K.
Vanguard Total Bond Market made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #91 holding.
Iron Horse Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 6 quarters since.
1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.