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Bleakley Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Bleakley Financial Group’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 		$20M Sell
271,946
-117,329
-30% -$8.61M 0.25% 75
2026
Q1 		$28.7M Buy
389,275
+269,558
+225% +$20M 0.45% 47
2025
Q4 		$8.87M Buy
119,717
+14,269
+14% +$1.06M 0.15% 107
2025
Q3 		$7.84M Sell
105,448
-6,444
-6% -$474K 0.18% 100
2025
Q2 		$8.24M Sell
111,892
-482
-0.4% -$35.1K 0.21% 88
2025
Q1 		$8.25M Buy
112,374
+18,525
+20% +$1.34M 0.27% 71
2024
Q4 		$6.75M Buy
93,849
+3,733
+4% +$273K 0.2% 83
2024
Q3 		$6.77M Buy
90,116
+4,990
+6% +$369K 0.21% 86
2024
Q2 		$6.13M Buy
85,126
+3,022
+4% +$216K 0.18% 113
2024
Q1 		$5.96M Buy
82,104
+9,814
+14% +$712K 0.17% 118
2023
Q4 		$5.32M Buy
72,290
+4,146
+6% +$293K 0.17% 115
2023
Q3 		$4.76M Sell
68,144
-10,691
-14% -$763K 0.17% 117
2023
Q2 		$5.73M Buy
78,835
+5,634
+8% +$413K 0.18% 105
2023
Q1 		$5.4M Sell
73,201
-9,515
-12% -$696K 0.18% 101
2022
Q4 		$5.94M Buy
+82,716
New +$5.92M 0.21% 99

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

Bleakley Financial Group's BND Position: Q2 2026 in Review

Bleakley Financial Group reduced its Vanguard Total Bond Market (BND) stake by 30% in Q2 2026, selling an estimated $8.61M and leaving 271,946 shares worth $20M. The position accounts for 0.25% of the portfolio, ranked #75.

Bleakley Financial Group first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.7M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Bleakley Financial Group held 271,946 shares of Vanguard Total Bond Market worth $20M as of Q2 2026.
  • Bleakley Financial Group sold 117,329 Vanguard Total Bond Market shares in Q2 2026, an estimated $8.61M.
  • Vanguard Total Bond Market made up 0.25% of Bleakley Financial Group's portfolio in Q2 2026, its #75 holding.
  • Bleakley Financial Group first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Vanguard Total Bond Market position peaked at $28.7M in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.