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Avantax Planning Partners’s Vanguard Total Bond Market BND Stock Holding History

Avantax Planning Partners’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 		$4.32M Sell
58,857
-1,049
-2% -$77K 0.11% 101
2026
Q1 		$4.41M Buy
59,906
+21,992
+58% +$1.63M 0.12% 99
2025
Q4 		$2.81M Sell
37,914
-767
-2% -$57.1K 0.08% 121
2025
Q3 		$2.88M Sell
38,681
-102
-0.3% -$7.51K 0.08% 114
2025
Q2 		$2.86M Buy
38,783
+6,200
+19% +$451K 0.09% 116
2025
Q1 		$2.39M Buy
32,583
+13,638
+72% +$990K 0.08% 119
2024
Q4 		$1.36M Buy
18,945
+3,133
+20% +$229K 0.05% 154
2024
Q3 		$1.19M Sell
15,812
-3,795
-19% -$281K 0.04% 169
2024
Q2 		$1.41M Sell
19,607
-540
-3% -$38.7K 0.05% 169
2024
Q1 		$1.46M Buy
20,147
+2,299
+13% +$167K 0.05% 177
2023
Q4 		$1.31M Buy
17,848
+13,180
+282% +$931K 0.05% 152
2023
Q3 		$326K Sell
4,668
-286
-6% -$20.4K 0.01% 273
2023
Q2 		$360K Sell
4,954
-76
-2% -$5.57K 0.01% 266
2023
Q1 		$371K Sell
5,030
-1,241
-20% -$90.8K 0.02% 261
2022
Q4 		$451K Buy
6,271
+1,895
+43% +$136K 0.02% 241
2022
Q3 		$312K Sell
4,376
-751
-15% -$56.2K 0.01% 277
2022
Q2 		$386K Sell
5,127
-1,211
-19% -$92.2K 0.02% 243
2022
Q1 		$504K Buy
+6,338
New +$518K 0.02% 224
2018
Q4 		– Sell
-555
Closed -$44K – 396
2018
Q3 		$44K Buy
+555
New +$43.9K ﹤0.01% 512
2018
Q2 		– Sell
-1,229
Closed -$98K – 398
2018
Q1 		$98K Buy
+1,229
New +$98.4K 0.01% 407

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

Avantax Planning Partners's BND Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Total Bond Market (BND) stake by 1.8% in Q2 2026, selling an estimated $77K and leaving 58,857 shares worth $4.32M. The position accounts for 0.11% of the portfolio, ranked #101.

Avantax Planning Partners first reported a position in BND in Q1 2018 and has held it in 20 quarters since. The position peaked at $4.41M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Avantax Planning Partners held 58,857 shares of Vanguard Total Bond Market worth $4.32M as of Q2 2026.
  • Avantax Planning Partners sold 1,049 Vanguard Total Bond Market shares in Q2 2026, an estimated $77K.
  • Vanguard Total Bond Market made up 0.11% of Avantax Planning Partners's portfolio in Q2 2026, its #101 holding.
  • Avantax Planning Partners first reported a position in Vanguard Total Bond Market in Q1 2018 and has held it in 20 quarters since.
  • Avantax Planning Partners's Vanguard Total Bond Market position peaked at $4.41M in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.