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

Scissortail 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
2026
Q1 		$3.94M Buy
53,454
+22,708
+74% +$1.68M 0.79% 42
2025
Q4 		$2.28M Buy
30,746
+1,367
+5% +$102K 0.52% 46
2025
Q3 		$2.18M Buy
29,379
+848
+3% +$62.4K 0.48% 50
2025
Q2 		$2.1M Sell
28,531
-44
-0.2% -$3.2K 0.5% 50
2025
Q1 		$2.1M Buy
28,575
+3,288
+13% +$239K 0.54% 53
2024
Q4 		$1.82M Buy
25,287
+25,199
+28,635% +$1.84M 0.47% 54
2024
Q3 		$1.91M Sell
88
-24,677
-100% -$1.83M 0.46% 55
2024
Q2 		$1.78M Sell
24,765
-230
-0.9% -$16.5K 0.45% 55
2024
Q1 		$1.82M Buy
+24,995
New +$1.81M 0.48% 54

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $501B 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
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return