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American Financial & Tax Strategies’s Vanguard Total Bond Market BND Stock Holding History

American Financial & Tax Strategies’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 		$4.23M Sell
57,668
-41
-0.1% -$3.01K 1.91% 17
2026
Q1 		$4.25M Sell
57,709
-1,259
-2% -$93.4K 2.07% 17
2025
Q4 		$4.37M Buy
58,968
+6,951
+13% +$517K 2.18% 15
2025
Q3 		$3.87M Buy
52,017
+5,875
+13% +$433K 1.93% 17
2025
Q2 		$3.4M Sell
46,142
-620
-1% -$45.1K 1.76% 18
2025
Q1 		$3.43M Buy
46,762
+5,153
+12% +$374K 1.85% 17
2024
Q4 		$2.99M Buy
41,609
+3,406
+9% +$249K 1.55% 23
2024
Q3 		$2.87M Buy
38,203
+7,697
+25% +$570K 1.46% 26
2024
Q2 		$2.2M Buy
30,506
+6,200
+26% +$444K 1.16% 33
2024
Q1 		$1.77M Buy
24,306
+6,351
+35% +$461K 0.95% 37
2023
Q4 		$1.32M Buy
+17,955
New +$1.27M 0.75% 42

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

American Financial & Tax Strategies's BND Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Vanguard Total Bond Market (BND) stake by 0.07% in Q2 2026, selling an estimated $3.01K and leaving 57,668 shares worth $4.23M. The position accounts for 1.91% of the portfolio, ranked #17.

American Financial & Tax Strategies first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.37M in Q4 2025. 1,515 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • American Financial & Tax Strategies held 57,668 shares of Vanguard Total Bond Market worth $4.23M as of Q2 2026.
  • American Financial & Tax Strategies sold 41 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.01K.
  • Vanguard Total Bond Market made up 1.91% of American Financial & Tax Strategies's portfolio in Q2 2026, its #17 holding.
  • American Financial & Tax Strategies first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • American Financial & Tax Strategies's Vanguard Total Bond Market position peaked at $4.37M in Q4 2025.
  • 1,515 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.