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

Activest 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
Q2 		$28.5K Sell
388
-266
-41% -$19.5K 0.01% 368
2026
Q1 		$48.1K Buy
654
+3
+0.5% +$223 0.01% 340
2025
Q4 		$48.2K Buy
651
+5
+0.8% +$372 0.01% 325
2025
Q3 		$48.1K Buy
646
+3
+0.5% +$221 0.01% 270
2025
Q2 		$47.3K Buy
643
+4
+0.6% +$291 0.01% 219
2025
Q1 		$46.9K Sell
639
-105
-14% -$7.62K 0.01% 200
2024
Q4 		$53.5K Buy
744
+5
+0.7% +$366 0.02% 167
2024
Q3 		$55.5K Buy
739
+110
+17% +$8.14K 0.02% 162
2024
Q2 		$45.3K Sell
629
-1,250
-67% -$89.5K 0.01% 178
2024
Q1 		$136K Buy
+1,879
New +$136K 0.07% 70
2023
Q4 		– Sell
-1,847
Closed -$129K – 337
2023
Q3 		$129K Buy
+1,847
New +$132K 0.08% 52
2023
Q2 		– Sell
-1,819
Closed -$134K – 302
2023
Q1 		$134K Buy
+1,819
New +$133K 0.09% 49
2022
Q3 		– Sell
-1,307
Closed -$98K – 454
2022
Q2 		$98K Buy
+1,307
New +$99.5K 0.07% 65
2021
Q4 		– Sell
-64
Closed -$5K – 329
2021
Q3 		$5K Hold
64
– – ﹤0.01% 279
2021
Q2 		$5K Sell
64
-585
-90% -$49.9K ﹤0.01% 256
2021
Q1 		$55K Buy
+649
New +$56K 0.05% 93

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Activest Wealth Management's BND Position: Q2 2026 in Review

Activest Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 41% in Q2 2026, selling an estimated $19.5K and leaving 388 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #368.

Activest Wealth Management first reported a position in BND in Q1 2021 and has held it in 16 quarters since. The position peaked at $136K in Q1 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Activest Wealth Management held 388 shares of Vanguard Total Bond Market worth $28.5K as of Q2 2026.
  • Activest Wealth Management sold 266 Vanguard Total Bond Market shares in Q2 2026, an estimated $19.5K.
  • Vanguard Total Bond Market made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Activest Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 16 quarters since.
  • Activest Wealth Management's Vanguard Total Bond Market position peaked at $136K in Q1 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.