Bay Harbor Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Bay Harbor 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	$10.8K	Hold	147	–	–	﹤0.01%	275
2026 Q1	$10.8K	Buy	147 +2	+1%	+$148	﹤0.01%	211
2025 Q4	$10.7K	Hold	145	–	–	﹤0.01%	176
2025 Q3	$10.8K	Buy	145 +3	+2%	+$221	﹤0.01%	144
2025 Q2	$10.5K	Hold	142	–	–	﹤0.01%	143
2025 Q1	$10.4K	Hold	142	–	–	﹤0.01%	123
2024 Q4	$10.2K	Hold	142	–	–	﹤0.01%	125
2024 Q3	$10.7K	Hold	142	–	–	﹤0.01%	123
2024 Q2	$10.2K	Hold	142	–	–	﹤0.01%	117
2024 Q1	$10.3K	Buy	+142	New	+$10.3K	﹤0.01%	120
2021 Q4	–	Sell	-26	Closed	-$2K	–	163
2021 Q3	$2K	Sell	26 -7	-21%	-$604	﹤0.01%	183
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	186
2021 Q1	$3K	Sell	33 -5	-13%	-$431	﹤0.01%	185
2020 Q4	$3K	Sell	38 -2	-5%	-$176	﹤0.01%	307
2020 Q3	$4K	Hold	40	–	–	﹤0.01%	268
2020 Q2	$4K	Hold	40	–	–	﹤0.01%	252
2020 Q1	$3K	Sell	40 -3	-7%	-$255	﹤0.01%	248
2019 Q4	$4K	Sell	43 -324	-88%	-$27.2K	﹤0.01%	256
2019 Q3	$31K	Sell	367 -324	-47%	-$27.2K	0.02%	186
2019 Q2	$57K	Buy	691 +3	+0.4%	+$244	0.04%	146
2019 Q1	$56K	Sell	688 -192	-22%	-$15.3K	0.04%	150
2018 Q4	$70K	Buy	+880	New	+$68.8K	0.06%	132

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

Bay Harbor Wealth Management's BND Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 147 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Bay Harbor Wealth Management first reported a position in BND in Q4 2018 and has held it in 22 quarters since. The position peaked at $70K in Q4 2018. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Bay Harbor Wealth Management held 147 shares of Vanguard Total Bond Market worth $10.8K as of Q2 2026.
Bay Harbor Wealth Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #275 holding.
Bay Harbor Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 22 quarters since.
Bay Harbor Wealth Management's Vanguard Total Bond Market position peaked at $70K in Q4 2018.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.