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

Baldwin 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 		$417K Sell
5,682
-245
-4% -$18K 0.03% 161
2026
Q1 		$436K Sell
5,927
-162
-3% -$12K 0.03% 155
2025
Q4 		$451K Sell
6,089
-304
-5% -$22.6K 0.03% 159
2025
Q3 		$475K Sell
6,393
-157
-2% -$11.6K 0.03% 154
2025
Q2 		$482K Sell
6,550
-1,354
-17% -$98.5K 0.03% 146
2025
Q1 		$581K Sell
7,904
-50,667
-87% -$3.68M 0.04% 132
2024
Q4 		$4.21M Sell
58,571
-3,874
-6% -$283K 0.29% 60
2024
Q3 		$4.69M Buy
62,445
+1,112
+2% +$82.3K 0.32% 60
2024
Q2 		$4.42M Sell
61,333
-253
-0.4% -$18.1K 0.34% 61
2024
Q1 		$4.47M Buy
61,586
+579
+0.9% +$42K 0.34% 64
2023
Q4 		$4.49M Buy
61,007
+44,465
+269% +$3.14M 0.35% 62
2023
Q3 		$1.15M Buy
16,542
+129
+0.8% +$9.21K 0.1% 102
2023
Q2 		$1.19M Sell
16,413
-24,680
-60% -$1.81M 0.1% 103
2023
Q1 		$3.03M Sell
41,093
-48,405
-54% -$3.54M 0.26% 76
2022
Q4 		$6.43M Buy
89,498
+62,629
+233% +$4.49M 0.58% 55
2022
Q3 		$1.92M Hold
26,869
– – 0.27% 54
2022
Q2 		$2.02M Sell
26,869
-1,929
-7% -$147K 0.26% 54
2022
Q1 		$2.29M Sell
28,798
-34,882
-55% -$2.85M 0.24% 56
2021
Q4 		$5.4M Buy
63,680
+32,312
+103% +$2.75M 0.54% 48
2021
Q3 		$2.68M Sell
31,368
-39,634
-56% -$3.42M 0.3% 51
2021
Q2 		$6.1M Sell
71,002
-341
-0.5% -$29.1K 0.67% 43
2021
Q1 		$6.04M Sell
71,343
-566
-0.8% -$48.8K 0.72% 42
2020
Q4 		$6.34M Buy
71,909
+1,220
+2% +$107K 0.8% 39
2020
Q3 		$6.24M Sell
70,689
-414
-0.6% -$36.7K 0.85% 37
2020
Q2 		$6.28M Buy
71,103
+60,050
+543% +$5.25M 0.92% 32
2020
Q1 		$943K Buy
11,053
+8,126
+278% +$690K 0.17% 72
2019
Q4 		$245K Buy
2,927
+235
+9% +$19.8K 0.03% 162
2019
Q3 		$227K Buy
2,692
+1,397
+108% +$117K 0.03% 159
2019
Q2 		$108K Buy
1,295
+43
+3% +$3.5K 0.02% 238
2019
Q1 		$102K Sell
1,252
-310
-20% -$24.8K 0.02% 240
2018
Q4 		$124K Hold
1,562
– – 0.02% 215
2018
Q3 		$123K Hold
1,562
– – 0.02% 231
2018
Q2 		$124K Sell
1,562
-2,570
-62% -$203K 0.02% 234
2018
Q1 		$330K Sell
4,132
-700
-14% -$56K 0.05% 159
2017
Q4 		$394K Sell
4,832
-407
-8% -$33.2K 0.06% 146
2017
Q3 		$429K Sell
5,239
-1,685
-24% -$138K 0.07% 135
2017
Q2 		$567K Sell
6,924
-25,176
-78% -$2.06M 0.09% 114
2017
Q1 		$2.6M Sell
32,100
-31,785
-50% -$2.57M 0.43% 49
2016
Q4 		$5.16M Sell
63,885
-10,394
-14% -$851K 0.93% 36
2016
Q3 		$6.25M Sell
74,279
-3,470
-4% -$292K 1.13% 33
2016
Q2 		$6.55M Buy
77,749
+4,040
+5% +$336K 1.35% 29
2016
Q1 		$6.1M Buy
+73,709
New +$6.03M 1.1% 30

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Baldwin Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 4.1% in Q2 2026, selling an estimated $18K and leaving 5,682 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #161.

Baldwin Wealth Partners first reported a position in BND in Q1 2016 and has held it in 42 quarters since. The position peaked at $6.55M in Q2 2016. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Baldwin Wealth Partners held 5,682 shares of Vanguard Total Bond Market worth $417K as of Q2 2026.
  • Baldwin Wealth Partners sold 245 Vanguard Total Bond Market shares in Q2 2026, an estimated $18K.
  • Vanguard Total Bond Market made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #161 holding.
  • Baldwin Wealth Partners first reported a position in Vanguard Total Bond Market in Q1 2016 and has held it in 42 quarters since.
  • Baldwin Wealth Partners's Vanguard Total Bond Market position peaked at $6.55M in Q2 2016.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.