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

SilverOak 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 		$1.15M Buy
15,595
+1,114
+8% +$82.6K 0.18% 49
2025
Q4 		$1.07M Buy
14,481
+938
+7% +$69.8K 0.17% 49
2025
Q3 		$1.01M Buy
13,543
+555
+4% +$40.9K 0.17% 47
2025
Q2 		$956K Buy
12,988
+308
+2% +$22.4K 0.18% 48
2025
Q1 		$931K Sell
12,680
-31
-0.2% -$2.25K 0.2% 44
2024
Q4 		$914K Buy
12,711
+1,800
+16% +$132K 0.2% 44
2024
Q3 		$820K Buy
10,911
+158
+1% +$11.7K 0.18% 46
2024
Q2 		$775K Sell
10,753
-298
-3% -$21.3K 0.19% 46
2024
Q1 		$803K Buy
11,051
+949
+9% +$68.9K 0.2% 45
2023
Q4 		$743K Buy
+10,102
New +$713K 0.2% 44

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