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Centric Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Centric 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 		$7.73M Buy
106,459
+72,536
+214% +$5.32M 1.2% 21
2026
Q1 		$2.48M Buy
33,923
+11,175
+49% +$829K 0.5% 71
2025
Q4 		$1.68M Buy
22,748
+11,730
+106% +$873K 0.36% 74
2025
Q3 		$822K Buy
11,018
+3,043
+38% +$224K 0.18% 97
2025
Q2 		$586K Buy
7,975
+2,079
+35% +$151K 0.14% 109
2025
Q1 		$433K Buy
+5,896
New +$428K 0.11% 121

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

Centric Wealth Management's BND Position: Q2 2026 in Review

Centric Wealth Management increased its Vanguard Total Bond Market (BND) stake by 214% in Q2 2026, buying an estimated $5.32M and bringing the position to 106,459 shares worth $7.73M. The position accounts for 1.2% of the portfolio, ranked #21.

Centric Wealth Management first reported a position in BND in Q1 2025 and has held it in 6 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Centric Wealth Management held 106,459 shares of Vanguard Total Bond Market worth $7.73M as of Q2 2026.
  • Centric Wealth Management bought 72,536 Vanguard Total Bond Market shares in Q2 2026, an estimated $5.32M.
  • Vanguard Total Bond Market made up 1.2% of Centric Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Centric Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.