CPIG
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Chicago Partners Investment Group’s Vanguard Total Bond Market BND Stock Holding History

Chicago Partners Investment 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 		$11.2M Sell
154,951
-21,955
-12% -$1.61M 0.22% 80
2026
Q1 		$13.1M Buy
176,906
+1,518
+0.9% +$113K 0.29% 68
2025
Q4 		$13M Buy
175,388
+32,080
+22% +$2.39M 0.32% 64
2025
Q3 		$10.8M Buy
143,308
+3,715
+3% +$274K 0.28% 72
2025
Q2 		$10.2M Sell
139,593
-48,404
-26% -$3.52M 0.29% 70
2025
Q1 		$13.7M Sell
187,997
-3,601
-2% -$261K 0.46% 50
2024
Q4 		$13.7M Buy
191,598
+42,972
+29% +$3.14M 0.46% 48
2024
Q3 		$10.9M Buy
148,626
+3,974
+3% +$294K 0.39% 59
2024
Q2 		$10.6M Buy
144,652
+6,612
+5% +$474K 0.41% 55
2024
Q1 		$9.79M Buy
138,040
+36,204
+36% +$2.63M 0.42% 55
2023
Q4 		$7.38M Buy
101,836
+28,986
+40% +$2.05M 0.34% 66
2023
Q3 		$4.99M Buy
72,850
+19,277
+36% +$1.38M 0.27% 85
2023
Q2 		$3.83M Buy
53,573
+7,321
+16% +$536K 0.2% 110
2023
Q1 		$3.41M Buy
46,252
+4,252
+10% +$311K 0.2% 113
2022
Q4 		$3.08M Buy
42,000
+2,657
+7% +$190K 0.19% 117
2022
Q3 		$2.74M Buy
39,343
+48
+0.1% +$3.59K 0.2% 115
2022
Q2 		$3.02M Buy
39,295
+31,607
+411% +$2.41M 0.22% 93
2022
Q1 		$584K Sell
7,688
-46,605
-86% -$3.81M 0.04% 291
2021
Q4 		$4.41M Buy
54,293
+365
+0.7% +$31.1K 0.31% 67
2021
Q3 		$4.59M Sell
53,928
-11,752
-18% -$1.01M 0.32% 63
2021
Q2 		$5.68M Sell
65,680
-2,804
-4% -$239K 0.42% 56
2021
Q1 		$5.85M Sell
68,484
-28,055
-29% -$2.42M 0.48% 50
2020
Q4 		$8.44M Buy
96,539
+77,519
+408% +$6.82M 0.8% 30
2020
Q3 		$1.67M Sell
19,020
-6,074
-24% -$539K 0.2% 94
2020
Q2 		$2.24M Sell
25,094
-1,132
-4% -$99K 0.28% 59
2020
Q1 		$2.3M Sell
26,226
-6,580
-20% -$559K 0.35% 53
2019
Q4 		$2.77M Sell
32,806
-353
-1% -$29.7K 0.34% 55
2019
Q3 		$2.79M Buy
33,159
+23
+0.1% +$1.93K 0.39% 50
2019
Q2 		$2.75M Buy
33,136
+323
+1% +$26.3K 0.39% 52
2019
Q1 		$2.64M Sell
32,813
-11,729
-26% -$937K 0.39% 53
2018
Q4 		$3.53M Buy
44,542
+41,283
+1,267% +$3.23M 0.52% 43
2018
Q3 		$255K Sell
3,259
-331
-9% -$26.2K 0.04% 260
2018
Q2 		$284K Sell
3,590
-315
-8% -$24.9K 0.04% 231
2018
Q1 		$312K Sell
3,905
-204
-5% -$16.3K 0.05% 209
2017
Q4 		$335K Hold
4,109
– – 0.05% 208
2017
Q3 		$337K Buy
+4,109
New +$337K 0.06% 205
2017
Q2 		– Sell
-4,109
Closed -$333K – 653
2017
Q1 		$333K Sell
4,109
-734
-15% -$59.4K 0.09% 138
2016
Q4 		$391K Hold
4,843
– – 0.14% 114
2016
Q3 		$407K Buy
4,843
+3,259
+206% +$274K 0.16% 105
2016
Q2 		$134K Hold
1,584
– – 0.06% 169
2016
Q1 		$131K Hold
1,584
– – 0.07% 160
2015
Q4 		$128K Hold
1,584
– – 0.06% 201
2015
Q3 		$130K Sell
1,584
-52
-3% -$4.24K 0.07% 161
2015
Q2 		$133K Buy
1,636
+91
+6% +$7.48K 0.06% 163
2015
Q1 		$127K Buy
1,545
+19
+1% +$1.58K 0.06% 160
2014
Q4 		$126K Buy
+1,526
New +$126K 0.05% 163

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Chicago Partners Investment Group's BND Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, selling an estimated $1.61M and leaving 154,951 shares worth $11.2M. The position accounts for 0.22% of the portfolio, ranked #80.

Chicago Partners Investment Group first reported a position in BND in Q4 2014 and has held it in 46 quarters since. The position peaked at $13.7M in Q4 2024. 877 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Chicago Partners Investment Group held 154,951 shares of Vanguard Total Bond Market worth $11.2M as of Q2 2026.
  • Chicago Partners Investment Group sold 21,955 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.61M.
  • Vanguard Total Bond Market made up 0.22% of Chicago Partners Investment Group's portfolio in Q2 2026, its #80 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 46 quarters since.
  • Chicago Partners Investment Group's Vanguard Total Bond Market position peaked at $13.7M in Q4 2024.
  • 877 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.