Accurate Wealth Management
BND icon

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

Accurate 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
Q3 		$1.85M Sell
26,345
-849
-3% -$61.2K 0.16% 150
2026
Q2 		$1.98M Buy
27,194
+21,372
+367% +$1.57M 0.19% 126
2026
Q1 		$429K Sell
5,822
-1,735
-23% -$129K 0.05% 347
2025
Q4 		$561K Sell
7,557
-187
-2% -$13.9K 0.07% 279
2025
Q3 		$579K Buy
7,744
+659
+9% +$48.5K 0.08% 267
2025
Q2 		$518K Buy
7,085
+1,311
+23% +$95.3K 0.08% 257
2025
Q1 		$416K Sell
5,774
-2
-0% -$145 0.08% 227
2024
Q4 		$411K Buy
5,776
+2,341
+68% +$171K 0.08% 234
2024
Q3 		$254K Sell
3,435
-992
-22% -$73.4K 0.05% 308
2024
Q2 		$322K Sell
4,427
-2,093
-32% -$150K 0.08% 227
2024
Q1 		$462K Sell
6,520
-5,170
-44% -$375K 0.13% 154
2023
Q4 		$857K Buy
11,690
+449
+4% +$31.7K 0.27% 85
2023
Q3 		$772K Sell
11,241
-3,452
-23% -$246K 0.24% 94
2023
Q2 		$1.07M Sell
14,693
-6,417
-30% -$470K 0.33% 71
2023
Q1 		$1.56M Sell
21,110
-590
-3% -$43.2K 0.54% 49
2022
Q4 		$1.59M Buy
+21,700
New +$1.55M 0.59% 36

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Accurate Wealth Management's BND Position: Q3 2026 in Review

Accurate Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 3.1% in Q3 2026, selling an estimated $61.2K and leaving 26,345 shares worth $1.85M. The position accounts for 0.16% of the portfolio, ranked #150.

Accurate Wealth Management first reported a position in BND in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.98M in Q2 2026. 1,661 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Accurate Wealth Management held 26,345 shares of Vanguard Total Bond Market worth $1.85M as of Q3 2026.
  • Accurate Wealth Management sold 849 Vanguard Total Bond Market shares in Q3 2026, an estimated $61.2K.
  • Vanguard Total Bond Market made up 0.16% of Accurate Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Accurate Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 16 quarters since.
  • Accurate Wealth Management's Vanguard Total Bond Market position peaked at $1.98M in Q2 2026.
  • 1,661 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.