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Allen Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Allen Investment 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 		$299K Hold
4,068
– – ﹤0.01% 212
2026
Q1 		$300K Hold
4,068
– – ﹤0.01% 205
2025
Q4 		$301K Buy
+4,068
New +$303K ﹤0.01% 203
2015
Q4 		– Sell
-86,285
Closed -$7.07M – 203
2015
Q3 		$7.07M Buy
+86,285
New +$7.03M 0.68% 31

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

Allen Investment Management's BND Position: Q2 2026 in Review

Allen Investment Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 4,068 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Allen Investment Management first reported a position in BND in Q3 2015 and has held it in 4 quarters since. The position peaked at $7.07M in Q3 2015. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Allen Investment Management held 4,068 shares of Vanguard Total Bond Market worth $299K as of Q2 2026.
  • Allen Investment Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up ﹤0.01% of Allen Investment Management's portfolio in Q2 2026, its #212 holding.
  • Allen Investment Management first reported a position in Vanguard Total Bond Market in Q3 2015 and has held it in 4 quarters since.
  • Allen Investment Management's Vanguard Total Bond Market position peaked at $7.07M in Q3 2015.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.