Cornerstone Planning Group’s Vanguard Total Bond Market BND Stock Holding History

Cornerstone Planning 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	$25.9K	Sell	358 -3,151	-90%	-$231K	﹤0.01%	588
2026 Q1	$257K	Sell	3,509 -15,646	-82%	-$1.16M	0.03%	144
2025 Q4	$1.42M	Buy	19,155 +18,270	+2,064%	+$1.36M	0.22%	51
2025 Q3	$296K	Buy	885 +866	+4,558%	+$63.8K	0.05%	111
2025 Q2	$1.39K	Sell	19 -2,051	-99%	-$149K	﹤0.01%	1033
2025 Q1	$150K	Buy	2,070 +2,051	+10,795%	+$149K	0.04%	106
2024 Q4	$1.34K	Sell	19 -1,428	-99%	-$104K	﹤0.01%	896
2024 Q3	$106K	Buy	1,447 +342	+31%	+$25.3K	0.03%	109
2024 Q2	$82.1K	Sell	1,105 -339	-23%	-$24.3K	0.02%	149
2024 Q1	$103K	Sell	1,444 -2,428	-63%	-$176K	0.03%	118
2023 Q4	$285K	Sell	3,872 -1,858	-32%	-$131K	0.09%	66
2023 Q3	$400K	Sell	5,730 -2,926	-34%	-$209K	0.15%	55
2023 Q2	$629K	Buy	+8,656	New	+$634K	0.25%	44
2022 Q4	$3.9M	Buy	+52,399	New	+$3.75M	1.63%	16

Other funds holding BND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Cornerstone Planning Group's BND Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Total Bond Market (BND) stake by 90% in Q2 2026, selling an estimated $231K and leaving 358 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Cornerstone Planning Group first reported a position in BND in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.9M in Q4 2022. 1,269 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Cornerstone Planning Group held 358 shares of Vanguard Total Bond Market worth $25.9K as of Q2 2026.
Cornerstone Planning Group sold 3,151 Vanguard Total Bond Market shares in Q2 2026, an estimated $231K.
Vanguard Total Bond Market made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #588 holding.
Cornerstone Planning Group first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Vanguard Total Bond Market position peaked at $3.9M in Q4 2022.
1,269 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.