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B.O.S.S. Retirement Advisors’s Vanguard Total Bond Market BND Stock Holding History

B.O.S.S. Retirement Advisors’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 		$6.21M Buy
84,552
+9,071
+12% +$666K 1.68% 12
2026
Q1 		$5.56M Buy
75,481
+5,301
+8% +$393K 1.69% 12
2025
Q4 		$5.2M Sell
70,180
-13,165
-16% -$980K 1.64% 13
2025
Q3 		$6.2M Sell
83,345
-418
-0.5% -$30.8K 1.48% 11
2025
Q2 		$6.17M Buy
83,763
+4,053
+5% +$295K 1.55% 13
2025
Q1 		$5.85M Buy
79,710
+7,783
+11% +$565K 1.7% 12
2024
Q4 		$5.17M Buy
71,927
+56,673
+372% +$4.14M 1.45% 16
2024
Q3 		$1.15M Buy
15,254
+6,867
+82% +$508K 0.23% 111
2024
Q2 		$604K Buy
+8,387
New +$601K 0.15% 124
2024
Q1 		– Sell
-51,840
Closed -$3.81M – 138
2023
Q4 		$3.81M Buy
51,840
+7,560
+17% +$534K 0.74% 30
2023
Q3 		$3.09M Buy
44,280
+7,352
+20% +$525K 0.66% 36
2023
Q2 		$2.68M Buy
36,928
+9,230
+33% +$676K 0.57% 40
2023
Q1 		$2.04M Buy
27,698
+1,621
+6% +$119K 0.48% 68
2022
Q4 		$1.87M Buy
+26,077
New +$1.87M 0.48% 77

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

B.O.S.S. Retirement Advisors's BND Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, buying an estimated $666K and bringing the position to 84,552 shares worth $6.21M. The position accounts for 1.68% of the portfolio, ranked #12.

B.O.S.S. Retirement Advisors first reported a position in BND in Q4 2022 and has held it in 14 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 84,552 shares of Vanguard Total Bond Market worth $6.21M as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 9,071 Vanguard Total Bond Market shares in Q2 2026, an estimated $666K.
  • Vanguard Total Bond Market made up 1.68% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #12 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.