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Cassady Wealth & Retirement Planning’s Vanguard Total Bond Market BND Stock Holding History

Cassady Wealth & Retirement Planning’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 		$4.84M Buy
65,977
+3,308
+5% +$243K 2.25% 14
2026
Q1 		$4.61M Sell
62,669
-4,028
-6% -$299K 2.39% 10
2025
Q4 		$4.94M Buy
+66,697
New +$4.96M 3.22% 6

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

Cassady Wealth & Retirement Planning's BND Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Vanguard Total Bond Market (BND) stake by 5.3% in Q2 2026, buying an estimated $243K and bringing the position to 65,977 shares worth $4.84M. The position accounts for 2.25% of the portfolio, ranked #14.

Cassady Wealth & Retirement Planning first reported a position in BND in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.94M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 65,977 shares of Vanguard Total Bond Market worth $4.84M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 3,308 Vanguard Total Bond Market shares in Q2 2026, an estimated $243K.
  • Vanguard Total Bond Market made up 2.25% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #14 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's Vanguard Total Bond Market position peaked at $4.94M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.