CFG
BND icon

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

Carr 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 		$31.6M Sell
430,838
-42,788
-9% -$3.14M 7.28% 1
2026
Q1 		$34.9M Buy
473,626
+39,272
+9% +$2.91M 9.2% 1
2025
Q4 		$32.2M Buy
434,354
+17,931
+4% +$1.33M 8.55% 1
2025
Q3 		$31M Buy
416,423
+78,520
+23% +$5.78M 8.5% 1
2025
Q2 		$24.9M Buy
337,903
+12,912
+4% +$939K 7.34% 1
2025
Q1 		$23.9M Buy
324,991
+16,442
+5% +$1.19M 7.82% 1
2024
Q4 		$22.2M Sell
308,549
-94,870
-24% -$6.94M 6.88% 3
2024
Q3 		$30.3M Buy
403,419
+16,449
+4% +$1.22M 8.88% 1
2024
Q2 		$27.9M Buy
386,970
+95,243
+33% +$6.82M 8.87% 1
2024
Q1 		$21.2M Sell
291,727
-44,893
-13% -$3.26M 7.05% 1
2023
Q4 		$24.8M Buy
336,620
+4,912
+1% +$347K 9.16% 1
2023
Q3 		$23.2M Buy
331,708
+55,062
+20% +$3.93M 9.16% 1
2023
Q2 		$20.1M Buy
276,646
+21,805
+9% +$1.6M 8.03% 1
2023
Q1 		$18.8M Buy
254,841
+123,742
+94% +$9.05M 8.29% 1
2022
Q4 		$9.42M Buy
+131,099
New +$9.39M 4.96% 3

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

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

Carr Financial Group reduced its Vanguard Total Bond Market (BND) stake by 9% in Q2 2026, selling an estimated $3.14M and leaving 430,838 shares worth $31.6M. The position accounts for 7.28% of the portfolio, ranked #1.

Carr Financial Group first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.9M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Carr Financial Group held 430,838 shares of Vanguard Total Bond Market worth $31.6M as of Q2 2026.
  • Carr Financial Group sold 42,788 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.14M.
  • Vanguard Total Bond Market made up 7.28% of Carr Financial Group's portfolio in Q2 2026, its #1 holding.
  • Carr Financial Group first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's Vanguard Total Bond Market position peaked at $34.9M in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.