BHWM
BND icon

Beaird Harris Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Beaird Harris 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 		$1.83M Buy
24,950
+3,656
+17% +$268K 0.11% 59
2026
Q1 		$1.57M Buy
21,294
+872
+4% +$64.7K 0.11% 62
2025
Q4 		$1.51M Buy
20,422
+9,169
+81% +$682K 0.1% 63
2025
Q3 		$837K Buy
11,253
+5,598
+99% +$412K 0.06% 73
2025
Q2 		$416K Buy
5,655
+8
+0.1% +$582 0.03% 99
2025
Q1 		$415K Sell
5,647
-1,280
-18% -$92.9K 0.04% 91
2024
Q4 		$498K Buy
6,927
+3,363
+94% +$246K 0.04% 88
2024
Q3 		$268K Buy
3,564
+175
+5% +$13K 0.02% 123
2024
Q2 		$244K Sell
3,389
-368
-10% -$26.4K 0.02% 115
2024
Q1 		$273K Buy
3,757
+284
+8% +$20.6K 0.03% 102
2023
Q4 		$255K Sell
3,473
-14
-0.4% -$988 0.03% 100
2023
Q3 		$243K Sell
3,487
-168
-5% -$12K 0.03% 89
2023
Q2 		$266K Sell
3,655
-462
-11% -$33.8K 0.03% 84
2023
Q1 		$304K Buy
4,117
+438
+12% +$32K 0.05% 72
2022
Q4 		$264K Buy
3,679
+19
+0.5% +$1.36K 0.05% 74
2022
Q3 		$261K Sell
3,660
-186
-5% -$13.9K 0.06% 68
2022
Q2 		$289K Sell
3,846
-294
-7% -$22.4K 0.08% 56
2022
Q1 		$329K Sell
4,140
-4,692
-53% -$383K 0.12% 62
2021
Q4 		$749K Buy
+8,832
New +$752K 0.27% 49

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

Beaird Harris Wealth Management's BND Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Vanguard Total Bond Market (BND) stake by 17% in Q2 2026, buying an estimated $268K and bringing the position to 24,950 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #59.

Beaird Harris Wealth Management first reported a position in BND in Q4 2021 and has held it in 19 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Beaird Harris Wealth Management held 24,950 shares of Vanguard Total Bond Market worth $1.83M as of Q2 2026.
  • Beaird Harris Wealth Management bought 3,656 Vanguard Total Bond Market shares in Q2 2026, an estimated $268K.
  • Vanguard Total Bond Market made up 0.11% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.