BSWM
BND icon

Boston Standard Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Boston Standard 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 		$40.5M Sell
554,009
-243,777
-31% -$17.9M 5.88% 4
2026
Q1 		$58.6M Sell
797,786
-123,099
-13% -$9.13M 9.59% 2
2025
Q4 		$68.2M Buy
920,885
+32,981
+4% +$2.45M 11.26% 2
2025
Q3 		$66M Buy
887,904
+33,175
+4% +$2.44M 11.1% 2
2025
Q2 		$62.9M Buy
854,729
+129,054
+18% +$9.39M 11.34% 2
2025
Q1 		$52.3M Sell
725,675
-90,626
-11% -$6.58M 11.49% 2
2024
Q4 		$58.7M Buy
816,301
+44,253
+6% +$3.24M 11.41% 2
2024
Q3 		$58M Buy
772,048
+46,373
+6% +$3.43M 11.29% 2
2024
Q2 		$52.3M Buy
725,675
+44,685
+7% +$3.2M 11.49% 2
2024
Q1 		$49.5M Buy
680,990
+77,924
+13% +$5.66M 11.2% 2
2023
Q4 		$42.1M Hold
603,066
– – 11.11% 2
2023
Q3 		$42.1M Buy
603,066
+26,245
+5% +$1.87M 11.11% 2
2023
Q2 		$41.9M Buy
576,821
+54,552
+10% +$4M 10.72% 2
2023
Q1 		$38.6M Sell
522,269
-4,753
-0.9% -$348K 11.07% 2
2022
Q4 		$37.9M Buy
527,022
+39,982
+8% +$2.86M 11.23% 2
2022
Q3 		$34.7M Buy
487,040
+23,587
+5% +$1.77M 11.67% 2
2022
Q2 		$35.1M Buy
463,453
+460,441
+15,287% +$35M 11.29% 2
2022
Q1 		$240K Buy
3,012
+112
+4% +$9.15K 0.07% 38
2021
Q4 		$246K Sell
2,900
-312
-10% -$26.6K 0.07% 37
2021
Q3 		$274K Buy
+3,212
New +$277K 0.08% 37
2019
Q1 		– Sell
-3,358
Closed -$266K – 33
2018
Q4 		$266K Sell
3,358
-383
-10% -$29.9K 0.16% 28
2018
Q3 		$294K Buy
+3,741
New +$296K 0.16% 27
2018
Q1 		$2.19M Sell
27,338
-5,294
-16% -$424K 1.37% 15
2017
Q4 		$2.66M Sell
32,632
-193,347
-86% -$15.8M 1.69% 14
2017
Q3 		$18.5M Buy
225,979
+11,345
+5% +$931K 12.38% 3
2017
Q2 		$17.5M Buy
214,634
+17,048
+9% +$1.39M 12.17% 3
2017
Q1 		$16M Buy
197,586
+20,600
+12% +$1.67M 12.29% 3
2016
Q4 		$14.3M Buy
176,986
+7,310
+4% +$599K 11.32% 3
2016
Q3 		$14.3M Buy
169,676
+8,556
+5% +$720K 11.55% 3
2016
Q2 		$13.6M Buy
161,120
+11,734
+8% +$975K 11.82% 3
2016
Q1 		$12.3M Buy
149,386
+9,279
+7% +$759K 11.32% 3
2015
Q4 		$11.3M Buy
140,107
+2,170
+2% +$177K 11.15% 3
2015
Q3 		$11.3M Buy
137,937
+6,800
+5% +$554K 11.24% 3
2015
Q2 		$10.7M Buy
131,137
+13,888
+12% +$1.14M 9.98% 3
2015
Q1 		$9.78M Buy
117,249
+16,574
+16% +$1.38M 9.13% 3
2014
Q4 		$8.41M Buy
+100,675
New +$8.3M 8.32% 3

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

Boston Standard Wealth Management's BND Position: Q2 2026 in Review

Boston Standard Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 31% in Q2 2026, selling an estimated $17.9M and leaving 554,009 shares worth $40.5M. The position accounts for 5.88% of the portfolio, ranked #4.

Boston Standard Wealth Management first reported a position in BND in Q4 2014 and has held it in 36 quarters since. The position peaked at $68.2M in Q4 2025. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Boston Standard Wealth Management held 554,009 shares of Vanguard Total Bond Market worth $40.5M as of Q2 2026.
  • Boston Standard Wealth Management sold 243,777 Vanguard Total Bond Market shares in Q2 2026, an estimated $17.9M.
  • Vanguard Total Bond Market made up 5.88% of Boston Standard Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Boston Standard Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 36 quarters since.
  • Boston Standard Wealth Management's Vanguard Total Bond Market position peaked at $68.2M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.