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Addison Advisors’s Vanguard Total Bond Market BND Stock Holding History

Addison 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 		– Sell
-353
Closed -$26K – 742
2026
Q1 		$26K Buy
+353
New +$26.2K 0.01% 516
2025
Q3 		– Sell
-11,189
Closed -$824K – 891
2025
Q2 		$824K Buy
11,189
+241
+2% +$17.5K 0.21% 84
2025
Q1 		$804K Buy
10,948
+945
+9% +$68.6K 0.22% 77
2024
Q4 		$719K Buy
10,003
+1,960
+24% +$143K 0.2% 82
2024
Q3 		$604K Buy
8,043
+205
+3% +$15.2K 0.17% 96
2024
Q2 		$565K Buy
7,838
+1,550
+25% +$111K 0.18% 88
2024
Q1 		$457K Buy
6,288
+499
+9% +$36.2K 0.16% 108
2023
Q4 		$426K Buy
5,789
+5,461
+1,665% +$386K 0.17% 104
2023
Q3 		$22.9K Buy
328
+213
+185% +$15.2K 0.01% 408
2023
Q2 		$8.36K Hold
115
– – ﹤0.01% 493
2023
Q1 		$8.49K Hold
115
– – ﹤0.01% 476
2022
Q4 		$8.26K Sell
115
-90
-44% -$6.45K ﹤0.01% 461
2022
Q3 		$15K Buy
205
+90
+78% +$6.74K 0.01% 386
2022
Q2 		$9K Sell
115
-699
-86% -$53.2K 0.01% 446
2022
Q1 		$65K Hold
814
– – 0.04% 246
2021
Q4 		$69K Hold
814
– – 0.04% 214
2021
Q3 		$70K Hold
814
– – 0.06% 155
2021
Q2 		$70K Buy
+814
New +$69.4K 0.06% 156
2020
Q4 		$97K Buy
+1,098
New +$96.6K 0.09% 129

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

Addison Advisors's BND Position: Q2 2026 in Review

Addison Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 353 shares — an estimated $26K sold.

Addison Advisors first reported a position in BND in Q4 2020 and held it in 19 quarters. The position peaked at $824K in Q2 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Addison Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 353 Vanguard Total Bond Market shares in Q2 2026, an estimated $26K.
  • Addison Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 19 quarters.
  • Addison Advisors's Vanguard Total Bond Market position peaked at $824K in Q2 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.