CWM
BND icon

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

Collaborative 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 		$499K Sell
6,801
-1,245
-15% -$91.4K 0.21% 67
2026
Q1 		$593K Sell
8,046
-38
-0.5% -$2.82K 0.27% 60
2025
Q4 		$599K Buy
8,084
+2,338
+41% +$174K 0.21% 95
2025
Q3 		$427K Buy
5,746
+355
+7% +$26.1K 0.17% 114
2025
Q2 		$397K Sell
5,391
-419
-7% -$30.5K 0.17% 115
2025
Q1 		$427K Sell
5,810
-1,486
-20% -$108K 0.2% 102
2024
Q4 		$525K Sell
7,296
-5,526
-43% -$404K 0.24% 89
2024
Q3 		$963K Sell
12,822
-1,100
-8% -$81.4K 0.44% 49
2024
Q2 		$1M Sell
13,922
-15
-0.1% -$1.07K 0.49% 45
2024
Q1 		$1.01M Sell
13,937
-1,200
-8% -$87.1K 0.51% 48
2023
Q4 		$1.11M Sell
15,137
-35
-0.2% -$2.47K 0.6% 41
2023
Q3 		$1.06M Sell
15,172
-1,384
-8% -$98.8K 0.63% 38
2023
Q2 		$1.2M Sell
16,556
-2,014
-11% -$148K 0.72% 34
2023
Q1 		$1.37M Sell
18,570
-2,942
-14% -$215K 0.86% 32
2022
Q4 		$1.55M Sell
21,512
-864
-4% -$61.9K 1.02% 34
2022
Q3 		$1.6M Sell
22,376
-1,288
-5% -$96.4K 1.13% 27
2022
Q2 		$1.78M Buy
+23,664
New +$1.8M 1.17% 23
2021
Q4 		$2.19M Buy
+25,826
New +$2.2M 1.2% 18
2021
Q1 		$2.02M Buy
+25,387
New +$2.19M 1.16% 21

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

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

Collaborative Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 15% in Q2 2026, selling an estimated $91.4K and leaving 6,801 shares worth $499K. The position accounts for 0.21% of the portfolio, ranked #67.

Collaborative Wealth Management first reported a position in BND in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.19M in Q4 2021. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Collaborative Wealth Management held 6,801 shares of Vanguard Total Bond Market worth $499K as of Q2 2026.
  • Collaborative Wealth Management sold 1,245 Vanguard Total Bond Market shares in Q2 2026, an estimated $91.4K.
  • Vanguard Total Bond Market made up 0.21% of Collaborative Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Collaborative Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 19 quarters since.
  • Collaborative Wealth Management's Vanguard Total Bond Market position peaked at $2.19M in Q4 2021.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.