Balanced Rock Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Balanced Rock Investment 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	$729K	Sell	9,925 -5,225	-34%	-$383K	0.45%	49
2026 Q1	$1.12M	Sell	15,150 -1,855	-11%	-$138K	0.78%	38
2025 Q4	$1.26M	Sell	17,005 -475	-3%	-$35.4K	0.9%	36
2025 Q3	$1.3M	Sell	17,480 -204	-1%	-$15K	0.95%	33
2025 Q2	$1.3M	Sell	17,684 -25,692	-59%	-$1.87M	1.02%	31
2025 Q1	$3.19M	Buy	43,376 +1,776	+4%	+$129K	2.54%	11
2024 Q4	$2.99M	Buy	41,600 +1,526	+4%	+$112K	2.37%	12
2024 Q3	$3.01M	Buy	40,074 +1,467	+4%	+$109K	2.36%	13
2024 Q2	$2.78M	Sell	38,607 -597	-2%	-$42.8K	2.34%	13
2024 Q1	$2.85M	Sell	39,204 -1,937	-5%	-$141K	2.43%	13
2023 Q4	$3.03M	Buy	+41,141	New	+$2.9M	2.69%	11

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

Balanced Rock Investment Advisors's BND Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Vanguard Total Bond Market (BND) stake by 34% in Q2 2026, selling an estimated $383K and leaving 9,925 shares worth $729K. The position accounts for 0.45% of the portfolio, ranked #49.

Balanced Rock Investment Advisors first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.19M in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Balanced Rock Investment Advisors held 9,925 shares of Vanguard Total Bond Market worth $729K as of Q2 2026.
Balanced Rock Investment Advisors sold 5,225 Vanguard Total Bond Market shares in Q2 2026, an estimated $383K.
Vanguard Total Bond Market made up 0.45% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #49 holding.
Balanced Rock Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's Vanguard Total Bond Market position peaked at $3.19M in Q1 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.