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

Clay Northam 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	$267K	Hold	3,637	–	–	0.13%	88
2026 Q1	$268K	Hold	3,637	–	–	0.15%	81
2025 Q4	$269K	Sell	3,637 -100	-3%	-$7.44K	0.15%	81
2025 Q3	$278K	Hold	3,737	–	–	0.16%	78
2025 Q2	$275K	Sell	3,737 -25	-0.7%	-$1.82K	0.18%	70
2025 Q1	$276K	Sell	3,762 -25	-0.7%	-$1.81K	0.19%	63
2024 Q4	$272K	Sell	3,787 -145	-4%	-$10.6K	0.18%	70
2024 Q3	$295K	Buy	3,932 +14	+0.4%	+$1.04K	0.2%	62
2024 Q2	$282K	Hold	3,918	–	–	0.21%	60
2024 Q1	$285K	Buy	3,918 +20	+0.5%	+$1.45K	0.23%	63
2023 Q4	$287K	Sell	3,898 -460	-11%	-$32.5K	0.26%	59
2023 Q3	$304K	Hold	4,358	–	–	0.3%	53
2023 Q2	$317K	Hold	4,358	–	–	0.3%	51
2023 Q1	$322K	Hold	4,358	–	–	0.33%	52
2022 Q4	$313K	Sell	4,358 -450	-9%	-$32.2K	0.36%	49
2022 Q3	$343K	Hold	4,808	–	–	0.43%	50
2022 Q2	$362K	Buy	4,808 +20	+0.4%	+$1.52K	0.45%	48
2022 Q1	$381K	Hold	4,788	–	–	0.39%	52
2021 Q4	$406K	Buy	+4,788	New	+$408K	0.38%	54

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

Clay Northam Wealth Management's BND Position: Q2 2026 in Review

Clay Northam Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 3,637 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #88.

Clay Northam Wealth Management first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $406K in Q4 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Clay Northam Wealth Management held 3,637 shares of Vanguard Total Bond Market worth $267K as of Q2 2026.
Clay Northam Wealth Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.13% of Clay Northam Wealth Management's portfolio in Q2 2026, its #88 holding.
Clay Northam Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
Clay Northam Wealth Management's Vanguard Total Bond Market position peaked at $406K in Q4 2021.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.