TIAM2
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Tru Independence Asset Management 2’s Vanguard Total Bond Market BND Stock Holding History

Tru Independence Asset Management 2’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
-3,003
Closed -$221K – 92
2025
Q1 		$221K Buy
+3,003
New +$218K 0.17% 80

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

Tru Independence Asset Management 2's BND Position: Q2 2025 in Review

Tru Independence Asset Management 2 sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 3,003 shares — an estimated $221K sold.

Tru Independence Asset Management 2 first reported a position in BND in Q1 2025 and held it in 1 quarter. The position peaked at $221K in Q1 2025. 1,640 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Tru Independence Asset Management 2 reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 3,003 Vanguard Total Bond Market shares in Q2 2025, an estimated $221K.
  • Tru Independence Asset Management 2 first reported a position in Vanguard Total Bond Market in Q1 2025 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Vanguard Total Bond Market position peaked at $221K in Q1 2025.
  • 1,640 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2025, filed 16 Jul 2025.