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Asset Dedication LLC’s Vanguard Total Bond Market BND Stock Holding History

Asset Dedication LLC’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 		$231K Buy
3,145
+3,045
+3,045% +$223K 0.01% 307
2026
Q1 		$7.36K Sell
100
-900
-90% -$66.8K ﹤0.01% 805
2025
Q4 		$74.1K Buy
+1,000
New +$74.4K ﹤0.01% 435
2025
Q3 		– Sell
-1,716
Closed -$126K – 1149
2025
Q2 		$126K Buy
+1,716
New +$125K 0.01% 383
2024
Q3 		– Sell
-1,735
Closed -$125K – 1173
2024
Q2 		$125K Buy
+1,735
New +$124K 0.01% 376

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

Asset Dedication LLC's BND Position: Q2 2026 in Review

Asset Dedication LLC increased its Vanguard Total Bond Market (BND) stake by 3,045% in Q2 2026, buying an estimated $223K and bringing the position to 3,145 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #307.

Asset Dedication LLC first reported a position in BND in Q2 2024 and has held it in 5 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Asset Dedication LLC held 3,145 shares of Vanguard Total Bond Market worth $231K as of Q2 2026.
  • Asset Dedication LLC bought 3,045 Vanguard Total Bond Market shares in Q2 2026, an estimated $223K.
  • Vanguard Total Bond Market made up 0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #307 holding.
  • Asset Dedication LLC first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 5 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.