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

Schwallier 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 Q3	–	Sell	-6,778	Closed	-$499K	–	50
2025 Q2	$499K	Sell	6,778 -1,124	-14%	-$81.7K	0.31%	31
2025 Q1	$580K	Sell	7,902 -92,086	-92%	-$6.68M	0.43%	27
2024 Q4	$7.19M	Sell	99,988 -19,342	-16%	-$1.41M	5.47%	7
2024 Q3	$8.96M	Sell	119,330 -7,145	-6%	-$529K	6.41%	7
2024 Q2	$9.11M	Sell	126,475 -1,191	-0.9%	-$85.3K	7.4%	6
2024 Q1	$9.27M	Sell	127,666 -28,490	-18%	-$2.07M	7.47%	7
2023 Q4	$11.5M	Buy	+156,156	New	+$11M	9.52%	4

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Schwallier Wealth Management's BND Position: Q3 2025 in Review

Schwallier Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 6,778 shares — an estimated $499K sold.

Schwallier Wealth Management first reported a position in BND in Q4 2023 and held it in 7 quarters. The position peaked at $11.5M in Q4 2023. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

Schwallier Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
Schwallier Wealth Management sold 6,778 Vanguard Total Bond Market shares in Q3 2025, an estimated $499K.
Schwallier Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 7 quarters.
Schwallier Wealth Management's Vanguard Total Bond Market position peaked at $11.5M in Q4 2023.
1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Schwallier Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.