Briggs Wealth Management
BND icon

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

Briggs 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
Q3 		$4.91M Sell
69,976
-22,838
-25% -$1.65M 4.33% 3
2026
Q2 		$6.81M Buy
92,814
+7,350
+9% +$539K 6.22% 3
2026
Q1 		$6.29M Buy
85,464
+1,280
+2% +$95K 6.68% 3
2025
Q4 		$6.24M Buy
+84,184
New +$6.27M 6.71% 2

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Briggs Wealth Management's BND Position: Q3 2026 in Review

Briggs Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 25% in Q3 2026, selling an estimated $1.65M and leaving 69,976 shares worth $4.91M. The position accounts for 4.33% of the portfolio, ranked #3.

Briggs Wealth Management first reported a position in BND in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.81M in Q2 2026. 1,458 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Briggs Wealth Management held 69,976 shares of Vanguard Total Bond Market worth $4.91M as of Q3 2026.
  • Briggs Wealth Management sold 22,838 Vanguard Total Bond Market shares in Q3 2026, an estimated $1.65M.
  • Vanguard Total Bond Market made up 4.33% of Briggs Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Briggs Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 4 quarters since.
  • Briggs Wealth Management's Vanguard Total Bond Market position peaked at $6.81M in Q2 2026.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Briggs Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.