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Altiora Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Altiora Financial Group’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 		$261K Buy
+3,560
New +$261K 0.04% 99
2024
Q2 		– Sell
-18,039
Closed -$1.31M – 86
2024
Q1 		$1.31M Buy
18,039
+2,359
+15% +$171K 0.36% 32
2023
Q4 		$1.15M Buy
+15,680
New +$1.11M 0.33% 35

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

Altiora Financial Group's BND Position: Q2 2026 in Review

Altiora Financial Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 3,560 shares worth $261K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings. This is a return to the name: Altiora Financial Group previously reported a position in BND as recently as Q1 2024.

Altiora Financial Group first reported a position in BND in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2024. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Altiora Financial Group held 3,560 shares of Vanguard Total Bond Market worth $261K as of Q2 2026.
  • Vanguard Total Bond Market was a new Altiora Financial Group position in Q2 2026.
  • Vanguard Total Bond Market made up 0.04% of Altiora Financial Group's portfolio in Q2 2026, its #99 holding.
  • Altiora Financial Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 3 quarters since.
  • Altiora Financial Group's Vanguard Total Bond Market position peaked at $1.31M in Q1 2024.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.