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

Ameliora 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	–	Sell	-1,443	Closed	-$106K	–	233
2026 Q1	$106K	Hold	1,443	–	–	0.03%	123
2025 Q4	$107K	Hold	1,443	–	–	0.03%	128
2025 Q3	$107K	Hold	1,443	–	–	0.04%	131
2025 Q2	$106K	Hold	1,443	–	–	0.04%	132
2025 Q1	$106K	Hold	1,443	–	–	0.04%	134
2024 Q4	$104K	Hold	1,443	–	–	0.04%	130
2024 Q3	$108K	Hold	1,443	–	–	0.05%	98
2024 Q2	$104K	Hold	1,443	–	–	0.05%	101
2024 Q1	$105K	Buy	+1,443	New	+$105K	0.05%	109

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Ameliora Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 1,443 shares — an estimated $106K sold.

Ameliora Wealth Management first reported a position in BND in Q1 2024 and held it in 9 quarters. The position peaked at $108K in Q3 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Ameliora Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
Ameliora Wealth Management sold 1,443 Vanguard Total Bond Market shares in Q2 2026, an estimated $106K.
Ameliora Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2024 and held it in 9 quarters.
Ameliora Wealth Management's Vanguard Total Bond Market position peaked at $108K in Q3 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.