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

Avior 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 		$43.7M Sell
595,336
-135,069
-18% -$9.91M 1.15% 20
2026
Q1 		$53.8M Buy
730,405
+241,280
+49% +$17.9M 1.53% 8
2025
Q4 		$36.2M Buy
489,125
+18,649
+4% +$1.39M 1.13% 21
2025
Q3 		$35M Buy
470,476
+20,301
+5% +$1.49M 1.13% 21
2025
Q2 		$33.1M Sell
450,175
-34,675
-7% -$2.52M 1.15% 19
2025
Q1 		$35.6M Sell
484,850
-45,094
-9% -$3.27M 1.35% 14
2024
Q4 		$38.1M Buy
529,944
+474,059
+848% +$34.7M 1.39% 13
2024
Q3 		$4.2M Buy
55,885
+1,393
+3% +$103K 0.17% 102
2024
Q2 		$3.93M Buy
54,492
+4,588
+9% +$329K 0.17% 106
2024
Q1 		$3.62M Sell
49,904
-494
-1% -$35.9K 0.17% 112
2023
Q4 		$3.71M Sell
50,398
-1,740
-3% -$123K 0.22% 86
2023
Q3 		$3.64M Sell
52,138
-3,255
-6% -$232K 0.25% 76
2023
Q2 		$4.03M Buy
55,393
+2,621
+5% +$192K 0.26% 74
2023
Q1 		$3.9M Buy
52,772
+1,043
+2% +$76.3K 0.27% 74
2022
Q4 		$3.72M Sell
51,729
-2,605
-5% -$187K 0.28% 76
2022
Q3 		$3.88M Buy
54,334
+28,485
+110% +$2.13M 0.32% 62
2022
Q2 		$1.95M Sell
25,849
-7,797
-23% -$593K 0.2% 100
2022
Q1 		$2.68M Buy
33,646
+1,896
+6% +$155K 0.23% 92
2021
Q4 		$2.69M Sell
31,750
-7,449
-19% -$634K 0.22% 91
2021
Q3 		$3.35M Sell
39,199
-7,342
-16% -$634K 0.28% 72
2021
Q2 		$4M Buy
46,541
+3,513
+8% +$300K 0.4% 58
2021
Q1 		$3.65M Buy
43,028
+18,970
+79% +$1.64M 0.39% 57
2020
Q4 		$2.12M Buy
24,058
+381
+2% +$33.5K 0.26% 89
2020
Q3 		$2.09M Buy
23,677
+169
+0.7% +$15K 0.3% 80
2020
Q2 		$2.08M Sell
23,508
-157
-0.7% -$13.7K 0.32% 74
2020
Q1 		$2.02M Sell
23,665
-6,508
-22% -$553K 0.4% 63
2019
Q4 		$2.53M Sell
30,173
-20,398
-40% -$1.71M 0.41% 62
2019
Q3 		$4.27M Sell
50,571
-1,224
-2% -$103K 0.75% 36
2019
Q2 		$4.3M Sell
51,795
-674
-1% -$54.9K 0.77% 32
2019
Q1 		$4.26M Sell
52,469
-588
-1% -$47K 0.9% 27
2018
Q4 		$4.2M Buy
53,057
+3,218
+6% +$252K 1.01% 21
2018
Q3 		$3.92M Sell
49,839
-449
-0.9% -$35.5K 0.84% 28
2018
Q2 		$3.98M Buy
50,288
+719
+1% +$56.8K 0.9% 27
2018
Q1 		$3.96M Buy
49,569
+4,606
+10% +$369K 0.92% 24
2017
Q4 		$3.67M Buy
44,963
+1,633
+4% +$133K 0.82% 30
2017
Q3 		$3.55M Buy
43,330
+1,497
+4% +$123K 1.17% 25
2017
Q2 		$3.42M Buy
41,833
+6,301
+18% +$515K 1.4% 19
2017
Q1 		$2.88M Buy
35,532
+2,665
+8% +$216K 0.96% 24
2016
Q4 		$2.65M Buy
32,867
+2,443
+8% +$200K 0.99% 26
2016
Q3 		$2.56M Buy
30,424
+1,104
+4% +$92.9K 1% 24
2016
Q2 		$2.47M Buy
29,320
+193
+0.7% +$16K 1.05% 24
2016
Q1 		$2.41M Buy
29,127
+22,636
+349% +$1.85M 1.07% 23
2015
Q4 		$524K Buy
+6,491
New +$528K 0.29% 91

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

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

Avior Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 18% in Q2 2026, selling an estimated $9.91M and leaving 595,336 shares worth $43.7M. The position accounts for 1.15% of the portfolio, ranked #20.

Avior Wealth Management first reported a position in BND in Q4 2015 and has held it in 43 quarters since. The position peaked at $53.8M in Q1 2026. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Avior Wealth Management held 595,336 shares of Vanguard Total Bond Market worth $43.7M as of Q2 2026.
  • Avior Wealth Management sold 135,069 Vanguard Total Bond Market shares in Q2 2026, an estimated $9.91M.
  • Vanguard Total Bond Market made up 1.15% of Avior Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Avior Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 43 quarters since.
  • Avior Wealth Management's Vanguard Total Bond Market position peaked at $53.8M in Q1 2026.
  • 1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.