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Balboa Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Balboa Wealth 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 		$1.35M Buy
18,361
+12,223
+199% +$897K 0.18% 97
2026
Q1 		$452K Buy
6,138
+196
+3% +$14.5K 0.08% 215
2025
Q4 		$440K Buy
5,942
+426
+8% +$31.7K 0.07% 220
2025
Q3 		$410K Sell
5,516
-191
-3% -$14.1K 0.07% 216
2025
Q2 		$420K Sell
5,707
-1,924
-25% -$140K 0.08% 188
2025
Q1 		$560K Buy
+7,631
New +$554K 0.14% 121
2024
Q4 		– Sell
-9,026
Closed -$678K – 349
2024
Q3 		$678K Sell
9,026
-636
-7% -$47.1K 0.17% 112
2024
Q2 		$696K Buy
9,662
+258
+3% +$18.5K 0.18% 102
2024
Q1 		$683K Sell
9,404
-355
-4% -$25.8K 0.2% 96
2023
Q4 		$718K Sell
9,759
-733
-7% -$51.8K 0.24% 81
2023
Q3 		$732K Buy
10,492
+2,083
+25% +$149K 0.27% 65
2023
Q2 		$611K Buy
8,409
+1,376
+20% +$101K 0.21% 88
2023
Q1 		$519K Buy
7,033
+172
+3% +$12.6K 0.2% 109
2022
Q4 		$493K Buy
6,861
+463
+7% +$33.2K 0.22% 109
2022
Q3 		$456K Buy
+6,398
New +$479K 0.2% 96

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

Balboa Wealth Partners's BND Position: Q2 2026 in Review

Balboa Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 199% in Q2 2026, buying an estimated $897K and bringing the position to 18,361 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #97.

Balboa Wealth Partners first reported a position in BND in Q3 2022 and has held it in 15 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Balboa Wealth Partners held 18,361 shares of Vanguard Total Bond Market worth $1.35M as of Q2 2026.
  • Balboa Wealth Partners bought 12,223 Vanguard Total Bond Market shares in Q2 2026, an estimated $897K.
  • Vanguard Total Bond Market made up 0.18% of Balboa Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Balboa Wealth Partners first reported a position in Vanguard Total Bond Market in Q3 2022 and has held it in 15 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.