Aventura Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Aventura Private Wealth’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	$99.6K	Hold	1,357	–	–	0.03%	251
2026 Q1	$99.9K	Hold	1,357	–	–	0.04%	224
2025 Q4	$101K	Sell	1,357 -13	-0.9%	-$968	0.04%	213
2025 Q3	$102K	Buy	1,370 +13	+1%	+$957	0.04%	221
2025 Q2	$99.9K	Hold	1,357	–	–	0.04%	206
2025 Q1	$99.7K	Sell	1,357 -45	-3%	-$3.27K	0.05%	190
2024 Q4	$101K	Buy	+1,402	New	+$103K	0.05%	185

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

Aventura Private Wealth's BND Position: Q2 2026 in Review

Aventura Private Wealth held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 1,357 shares worth $99.6K. The position accounts for 0.03% of the portfolio, ranked #251.

Aventura Private Wealth first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Aventura Private Wealth held 1,357 shares of Vanguard Total Bond Market worth $99.6K as of Q2 2026.
Aventura Private Wealth left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #251 holding.
Aventura Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Vanguard Total Bond Market position peaked at $102K in Q3 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.