Cascade Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Cascade Financial Partners’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	$597K	Sell	8,139 -522	-6%	-$38.3K	0.05%	165
2026 Q1	$638K	Sell	8,661 -16,034	-65%	-$1.19M	0.07%	152
2025 Q4	$1.83M	Sell	24,695 -8,289	-25%	-$617K	0.19%	85
2025 Q3	$2.45M	Sell	32,984 -2,328	-7%	-$171K	0.28%	71
2025 Q2	$2.6M	Sell	35,312 -15,503	-31%	-$1.13M	0.31%	65
2025 Q1	$3.73M	Sell	50,815 -5,947	-10%	-$432K	0.47%	43
2024 Q4	$4.08M	Buy	56,762 +3,625	+7%	+$265K	0.53%	36
2024 Q3	$3.9M	Buy	53,137 +3,034	+6%	+$225K	0.49%	38
2024 Q2	$3.61M	Sell	50,103 -2,053	-4%	-$147K	0.47%	40
2024 Q1	$3.71M	Buy	+52,156	New	+$3.79M	0.54%	37

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

Cascade Financial Partners's BND Position: Q2 2026 in Review

Cascade Financial Partners reduced its Vanguard Total Bond Market (BND) stake by 6% in Q2 2026, selling an estimated $38.3K and leaving 8,139 shares worth $597K. The position accounts for 0.05% of the portfolio, ranked #165.

Cascade Financial Partners first reported a position in BND in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.08M in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Cascade Financial Partners held 8,139 shares of Vanguard Total Bond Market worth $597K as of Q2 2026.
Cascade Financial Partners sold 522 Vanguard Total Bond Market shares in Q2 2026, an estimated $38.3K.
Vanguard Total Bond Market made up 0.05% of Cascade Financial Partners's portfolio in Q2 2026, its #165 holding.
Cascade Financial Partners first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Vanguard Total Bond Market position peaked at $4.08M in Q4 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.