Turtle Creek Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Turtle Creek Wealth Advisors’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 Q2	$667K	Sell	9,089 -402	-4%	-$29.5K	0.04%	224
2026 Q1	$699K	Buy	+9,491	New	+$704K	0.05%	180
2024 Q4	–	Sell	-3,454	Closed	-$259K	–	87
2024 Q3	$259K	Buy	+3,454	New	+$256K	0.05%	154

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

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

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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Turtle Creek Wealth Advisors's BND Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 4.2% in Q2 2026, selling an estimated $29.5K and leaving 9,089 shares worth $667K. The position accounts for 0.04% of the portfolio, ranked #224.

Turtle Creek Wealth Advisors first reported a position in BND in Q3 2024 and has held it in 3 quarters since. The position peaked at $699K in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Turtle Creek Wealth Advisors held 9,089 shares of Vanguard Total Bond Market worth $667K as of Q2 2026.
Turtle Creek Wealth Advisors sold 402 Vanguard Total Bond Market shares in Q2 2026, an estimated $29.5K.
Vanguard Total Bond Market made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #224 holding.
Turtle Creek Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 3 quarters since.
Turtle Creek Wealth Advisors's Vanguard Total Bond Market position peaked at $699K in Q1 2026.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.