Broadview Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Broadview Financial 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	$11.5M	Buy	156,950 +5,018	+3%	+$368K	7.04%	5
2026 Q1	$11.2M	Sell	151,932 -237	-0.2%	-$17.6K	7.64%	3
2025 Q4	$11.3M	Buy	152,169 +1,845	+1%	+$137K	7.54%	3
2025 Q3	$11.2M	Sell	150,324 -1,933	-1%	-$142K	7.54%	3
2025 Q2	$11.2M	Buy	152,257 +3,764	+3%	+$274K	7.62%	3
2025 Q1	$10.9M	Buy	148,493 +115	+0.1%	+$8.35K	8.14%	3
2024 Q4	$10.7M	Buy	148,378 +1,459	+1%	+$107K	7.63%	5
2024 Q3	$11M	Buy	146,919 +214	+0.1%	+$15.8K	7.47%	4
2024 Q2	$10.6M	Buy	146,705 +10,140	+7%	+$726K	7.7%	4
2024 Q1	$9.92M	Sell	136,565 -4	-0%	-$290	7.22%	4
2023 Q4	$10M	Buy	+136,569	New	+$9.64M	7.75%	4

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 22.96% 1-Year Est. Return

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

Broadview Financial Management's BND Position: Q2 2026 in Review

Broadview Financial Management increased its Vanguard Total Bond Market (BND) stake by 3.3% in Q2 2026, buying an estimated $368K and bringing the position to 156,950 shares worth $11.5M. The position accounts for 7.04% of the portfolio, ranked #5.

Broadview Financial Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Broadview Financial Management held 156,950 shares of Vanguard Total Bond Market worth $11.5M as of Q2 2026.
Broadview Financial Management bought 5,018 Vanguard Total Bond Market shares in Q2 2026, an estimated $368K.
Vanguard Total Bond Market made up 7.04% of Broadview Financial Management's portfolio in Q2 2026, its #5 holding.
Broadview Financial Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.