Clune & Associates’s Vanguard Total Bond Market BND Stock Holding History

Clune & Associates’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 Q3	$374K	Sell	5,327 -1,453	-21%	-$105K	0.06%	125
2026 Q2	$498K	Sell	6,780 -7,992	-54%	-$586K	0.08%	120
2026 Q1	$1.09M	Sell	14,772 -2,601	-15%	-$193K	0.2%	83
2025 Q4	$1.29M	Buy	17,373 +2,127	+14%	+$158K	0.28%	78
2025 Q3	$1.13M	Sell	15,246 -1,936	-11%	-$143K	0.28%	78
2025 Q2	$1.27M	Buy	17,182 +1,417	+9%	+$103K	0.35%	68
2025 Q1	$1.16M	Sell	15,765 -310	-2%	-$22.5K	0.36%	69
2024 Q4	$1.16M	Buy	+16,075	New	+$1.18M	0.38%	66

Other funds holding BND

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Clune & Associates's BND Position: Q3 2026 in Review

Clune & Associates reduced its Vanguard Total Bond Market (BND) stake by 21% in Q3 2026, selling an estimated $105K and leaving 5,327 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #125.

Clune & Associates first reported a position in BND in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q4 2025. 626 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Clune & Associates held 5,327 shares of Vanguard Total Bond Market worth $374K as of Q3 2026.
Clune & Associates sold 1,453 Vanguard Total Bond Market shares in Q3 2026, an estimated $105K.
Vanguard Total Bond Market made up 0.06% of Clune & Associates's portfolio in Q3 2026, its #125 holding.
Clune & Associates first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard Total Bond Market position peaked at $1.29M in Q4 2025.
626 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.