Abacus Planning Group’s Vanguard Total Bond Market BND Stock Holding History

Abacus Planning Group’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 Q3	$496K	Sell	7,077 -83	-1%	-$5.98K	0.06%	144
2026 Q2	$526K	Hold	7,160	–	–	0.07%	136
2026 Q1	$527K	Hold	7,160	–	–	0.07%	134
2025 Q4	$530K	Hold	7,160	–	–	0.07%	130
2025 Q3	$532K	Buy	7,160 +1,088	+18%	+$80.1K	0.07%	120
2025 Q2	$447K	Sell	6,072 -688	-10%	-$50K	0.07%	134
2025 Q1	$497K	Hold	6,760	–	–	0.09%	119
2024 Q4	$486K	Hold	6,760	–	–	0.09%	120
2024 Q3	$508K	Hold	6,760	–	–	0.09%	109
2024 Q2	$487K	Hold	6,760	–	–	0.09%	110
2024 Q1	$491K	Hold	6,760	–	–	0.1%	108
2023 Q4	$497K	Sell	6,760 -2,203	-25%	-$156K	0.1%	104
2023 Q3	$625K	Hold	8,963	–	–	0.15%	90
2023 Q2	$652K	Hold	8,963	–	–	0.16%	88
2023 Q1	$662K	Hold	8,963	–	–	0.17%	88
2022 Q4	$644K	Buy	+8,963	New	+$642K	0.18%	90
2022 Q3	–	Sell	-4,338	Closed	-$326K	–	188
2022 Q2	$326K	Sell	4,338 -3,664	-46%	-$279K	0.1%	130
2022 Q1	$636K	Sell	8,002 -7,093	-47%	-$579K	0.17%	97
2021 Q4	$1.28M	Buy	+15,095	New	+$1.29M	0.34%	56

Other funds holding BND

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Abacus Planning Group's BND Position: Q3 2026 in Review

Abacus Planning Group reduced its Vanguard Total Bond Market (BND) stake by 1.2% in Q3 2026, selling an estimated $5.98K and leaving 7,077 shares worth $496K. The position accounts for 0.06% of the portfolio, ranked #144.

Abacus Planning Group first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q4 2021. 1,192 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Abacus Planning Group held 7,077 shares of Vanguard Total Bond Market worth $496K as of Q3 2026.
Abacus Planning Group sold 83 Vanguard Total Bond Market shares in Q3 2026, an estimated $5.98K.
Vanguard Total Bond Market made up 0.06% of Abacus Planning Group's portfolio in Q3 2026, its #144 holding.
Abacus Planning Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
Abacus Planning Group's Vanguard Total Bond Market position peaked at $1.28M in Q4 2021.
1,192 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Abacus Planning Group's 13F filing for Q3 2026, filed 2 Nov 2026.