TruNorth Capital Management’s Vanguard Total Bond Market BND Stock Holding History

TruNorth Capital 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 Q4	–	Sell	-276	Closed	-$20.5K	–	149
2025 Q3	$20.5K	Buy	276 +3	+1%	+$221	﹤0.01%	285
2025 Q2	$20.1K	Buy	273 +2	+0.7%	+$145	﹤0.01%	244
2025 Q1	$19.9K	Buy	271 +2	+0.7%	+$145	﹤0.01%	304
2024 Q4	$19.3K	Buy	269 +3	+1%	+$219	0.01%	236
2024 Q3	$20K	Buy	266 +3	+1%	+$222	0.01%	230
2024 Q2	$19K	Buy	263 +2	+0.8%	+$143	0.01%	206
2024 Q1	$19K	Buy	+261	New	+$18.9K	0.01%	150

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TruNorth Capital Management's BND Position: Q4 2025 in Review

TruNorth Capital Management sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 276 shares — an estimated $20.5K sold.

TruNorth Capital Management first reported a position in BND in Q1 2024 and held it in 7 quarters. The position peaked at $20.5K in Q3 2025. 1,798 funds tracked by Wall St. Rank hold BND as of Q4 2025.

TruNorth Capital Management reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 276 Vanguard Total Bond Market shares in Q4 2025, an estimated $20.5K.
TruNorth Capital Management first reported a position in Vanguard Total Bond Market in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's Vanguard Total Bond Market position peaked at $20.5K in Q3 2025.
1,798 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.