Beacon Financial Strategies’s Vanguard Total Bond Market BND Stock Holding History

Beacon Financial Strategies’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	–	Hold	0	–	–	–	209
2026 Q1	–	Hold	0	–	–	–	177
2025 Q4	–	Hold	0	–	–	–	183
2023 Q4	–	Sell	-4,324	Closed	-$302K	–	35
2023 Q3	$302K	Sell	4,324 -16,411	-79%	-$1.17M	0.26%	26
2023 Q2	$1.51M	Sell	20,735 -430	-2%	-$31.5K	1.23%	11
2023 Q1	$1.56M	Sell	21,165 -768	-4%	-$56.2K	1.35%	11
2022 Q4	$1.58M	Sell	21,933 -3,397	-13%	-$243K	1.43%	11
2022 Q3	$1.81M	Sell	25,330 -1,767	-7%	-$132K	1.72%	11
2022 Q2	$2.04M	Sell	27,097 -82,389	-75%	-$6.27M	1.9%	11
2022 Q1	$8.71M	Buy	109,486 +8,117	+8%	+$663K	7.48%	5
2021 Q4	$8.59M	Buy	101,369 +1,832	+2%	+$156K	7.31%	5
2021 Q3	$8.51M	Sell	99,537 -1,821	-2%	-$157K	7.73%	5
2021 Q2	$8.71M	Buy	+101,358	New	+$8.65M	7.43%	5

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 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Beacon Financial Strategies's BND Position: Q2 2026 in Review

Beacon Financial Strategies held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Beacon Financial Strategies first reported a position in BND in Q2 2021 and has held it in 10 quarters since. The position peaked at $8.71M in Q1 2022. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Beacon Financial Strategies held 0 shares of Vanguard Total Bond Market worth $1 as of Q2 2026.
Beacon Financial Strategies left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #209 holding.
Beacon Financial Strategies first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 10 quarters since.
Beacon Financial Strategies's Vanguard Total Bond Market position peaked at $8.71M in Q1 2022.
1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.