ALM First Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

ALM First Financial 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	$12.8M	Sell	174,200 -436,849	-71%	-$32.1M	2.15%	14
2026 Q1	$45M	Buy	611,049 +93,653	+18%	+$6.95M	8.07%	4
2025 Q4	$38.3M	Hold	517,396	–	–	7.59%	4
2025 Q3	$38.5M	Hold	517,396	–	–	7.77%	4
2025 Q2	$38.1M	Hold	517,396	–	–	8.24%	4
2025 Q1	$38M	Buy	517,396 +34,246	+7%	+$2.49M	8.69%	4
2024 Q4	$34.7M	Buy	483,150 +81,411	+20%	+$5.95M	8.21%	4
2024 Q3	$30.2M	Buy	401,739 +26,739	+7%	+$1.98M	7.48%	4
2024 Q2	$27M	Hold	375,000	–	–	7.77%	4
2024 Q1	$27.2M	Hold	375,000	–	–	7.54%	4
2023 Q4	$27.6M	Hold	375,000	–	–	8.05%	4
2023 Q3	$26.2M	Hold	375,000	–	–	7.83%	4
2023 Q2	$27.3M	Hold	375,000	–	–	8%	4
2023 Q1	$27.7M	Hold	375,000	–	–	8.63%	4
2022 Q4	$26.9M	Buy	+375,000	New	+$26.9M	8.62%	4

Other funds holding BND

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ALM First Financial Advisors's BND Position: Q2 2026 in Review

ALM First Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 71% in Q2 2026, selling an estimated $32.1M and leaving 174,200 shares worth $12.8M. The position accounts for 2.15% of the portfolio, ranked #14.

ALM First Financial Advisors first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $45M in Q1 2026. 505 funds tracked by Wall St. Rank hold BND as of Q2 2026.

ALM First Financial Advisors held 174,200 shares of Vanguard Total Bond Market worth $12.8M as of Q2 2026.
ALM First Financial Advisors sold 436,849 Vanguard Total Bond Market shares in Q2 2026, an estimated $32.1M.
Vanguard Total Bond Market made up 2.15% of ALM First Financial Advisors's portfolio in Q2 2026, its #14 holding.
ALM First Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
ALM First Financial Advisors's Vanguard Total Bond Market position peaked at $45M in Q1 2026.
505 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.