MWM
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Momentous Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Momentous 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 		– Sell
-3,301
Closed -$242K – 47
2025
Q1 		$242K Sell
3,301
-759
-19% -$55.1K 0.17% 35
2024
Q4 		$292K Buy
+4,060
New +$297K 0.24% 26

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Momentous Wealth Management's BND Position: Q2 2025 in Review

Momentous Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 3,301 shares — an estimated $242K sold.

Momentous Wealth Management first reported a position in BND in Q4 2024 and held it in 2 quarters. The position peaked at $292K in Q4 2024. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Momentous Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Momentous Wealth Management sold 3,301 Vanguard Total Bond Market shares in Q2 2025, an estimated $242K.
  • Momentous Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and held it in 2 quarters.
  • Momentous Wealth Management's Vanguard Total Bond Market position peaked at $292K in Q4 2024.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Momentous Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.