CHJWM
BND icon

Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Carlton Hofferkamp & Jenks 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 		$363K Sell
5,020
-219
-4% -$16.1K 0.12% 107
2026
Q1 		$386K Buy
5,239
+669
+15% +$49.6K 0.13% 98
2025
Q4 		$339K Buy
4,570
+990
+28% +$73.7K 0.11% 107
2025
Q3 		$269K Hold
3,580
– – 0.09% 121
2025
Q2 		$262K Sell
3,580
-220
-6% -$16K 0.1% 124
2025
Q1 		$277K Sell
3,800
-50
-1% -$3.63K 0.11% 115
2024
Q4 		$280K Buy
3,850
+280
+8% +$20.5K 0.1% 122
2024
Q3 		$260K Hold
3,570
– – 0.1% 127
2024
Q2 		$261K Sell
3,570
-185
-5% -$13.2K 0.1% 122
2024
Q1 		$265K Sell
3,755
-1,278
-25% -$92.7K 0.11% 115
2023
Q4 		$365K Sell
5,033
-100
-2% -$7.06K 0.15% 100
2023
Q3 		$350K Hold
5,133
– – 0.16% 100
2023
Q2 		$368K Sell
5,133
-65
-1% -$4.76K 0.16% 100
2023
Q1 		$384K Sell
5,198
-300
-5% -$22K 0.18% 98
2022
Q4 		$407K Sell
5,498
-545
-9% -$39K 0.18% 94
2022
Q3 		$420K Hold
6,043
– – 0.2% 95
2022
Q2 		$453K Sell
6,043
-660
-10% -$50.2K 0.21% 93
2022
Q1 		$520K Hold
6,703
– – 0.21% 91
2021
Q4 		$557K Sell
6,703
-1,125
-14% -$95.8K 0.23% 89
2021
Q3 		$670K Buy
7,828
+100
+1% +$8.63K 0.27% 83
2021
Q2 		$667K Buy
7,728
+1,035
+15% +$88.3K 0.29% 82
2021
Q1 		$570K Buy
6,693
+890
+15% +$76.8K 0.25% 84
2020
Q4 		$508K Buy
5,803
+1,670
+40% +$147K 0.25% 82
2020
Q3 		$362K Buy
4,133
+1,178
+40% +$104K 0.19% 91
2020
Q2 		$264K Buy
+2,955
New +$258K 0.15% 91

Other funds holding BND

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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 $43.3B AUM 29.3% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's BND Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 4.2% in Q2 2026, selling an estimated $16.1K and leaving 5,020 shares worth $363K. The position accounts for 0.12% of the portfolio, ranked #107.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in BND in Q2 2020 and has held it in 25 quarters since. The position peaked at $670K in Q3 2021. 776 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 5,020 shares of Vanguard Total Bond Market worth $363K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 219 Vanguard Total Bond Market shares in Q2 2026, an estimated $16.1K.
  • Vanguard Total Bond Market made up 0.12% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 25 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Vanguard Total Bond Market position peaked at $670K in Q3 2021.
  • 776 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.