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CBIZ Investment Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

CBIZ Investment Advisory Services’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 		$632M Hold
8,579,414
– – 23.1% 1
2026
Q1 		$632M Buy
8,579,414
+572,921
+7% +$42.5M 23.1% 1
2025
Q4 		$593M Buy
8,006,493
+394,349
+5% +$29.4M 22.43% 1
2025
Q3 		$566M Buy
7,612,144
+626,871
+9% +$46.2M 22.17% 1
2025
Q2 		$514M Buy
6,985,273
+251,114
+4% +$18.3M 22.78% 1
2025
Q1 		$495M Buy
6,734,159
+464,639
+7% +$33.7M 24.22% 1
2024
Q4 		$451M Buy
6,269,520
+1,104,728
+21% +$80.8M 22.5% 1
2024
Q3 		$388M Buy
5,164,792
+198,876
+4% +$14.7M 20.14% 1
2024
Q2 		$358M Buy
4,965,916
+888,113
+22% +$63.6M 20.12% 1
2024
Q1 		$296M Buy
4,077,803
+504,782
+14% +$36.6M 20.58% 1
2023
Q4 		$263M Buy
3,573,021
+125,019
+4% +$8.83M 20% 1
2023
Q3 		$241M Buy
3,448,002
+573,348
+20% +$40.9M 22.1% 1
2023
Q2 		$209M Buy
2,874,654
+52,023
+2% +$3.81M 17.81% 2
2023
Q1 		$208M Buy
2,822,631
+2,677,550
+1,846% +$196M 18.23% 2
2022
Q4 		$10.4M Buy
+145,081
New +$10.4M 4.06% 7
2022
Q3 		– Sell
-2,179,628
Closed -$164M – 28
2022
Q2 		$164M Sell
2,179,628
-64,214
-3% -$4.89M 15.03% 4
2022
Q1 		$178M Buy
2,243,842
+140,319
+7% +$11.5M 14.5% 3
2021
Q4 		$178M Buy
+2,103,523
New +$179M 13.91% 4
2021
Q3 		– Hold
0
– – – 4
2021
Q2 		– Hold
0
– – – 4
2021
Q1 		– Hold
0
– – – 6
2020
Q4 		– Hold
0
– – – 4
2020
Q3 		– Hold
0
– – – 4
2020
Q2 		– Hold
0
– – – 4
2020
Q1 		– Hold
0
– – – 4
2019
Q4 		– Hold
0
– – – 4

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

CBIZ Investment Advisory Services's BND Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 8,579,414 shares worth $632M. The position accounts for 23.1% of the portfolio, ranked #1.

CBIZ Investment Advisory Services first reported a position in BND in Q4 2021 and has held it in 18 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • CBIZ Investment Advisory Services held 8,579,414 shares of Vanguard Total Bond Market worth $632M as of Q2 2026.
  • CBIZ Investment Advisory Services left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 23.1% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #1 holding.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.