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CWS Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

CWS Financial Advisors’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 		$765K Sell
10,416
-1,377
-12% -$101K 0.17% 79
2026
Q1 		$868K Buy
11,793
+1,863
+19% +$138K 0.22% 64
2025
Q4 		$735K Buy
9,930
+2,221
+29% +$165K 0.2% 68
2025
Q3 		$573K Sell
7,709
-180
-2% -$13.3K 0.16% 74
2025
Q2 		$581K Buy
7,889
+449
+6% +$32.7K 0.17% 68
2025
Q1 		$546K Sell
7,440
-135
-2% -$9.8K 0.17% 71
2024
Q4 		$545K Buy
7,575
+2,207
+41% +$161K 0.18% 61
2024
Q3 		$403K Buy
5,368
+117
+2% +$8.66K 0.14% 80
2024
Q2 		$378K Buy
5,251
+378
+8% +$27.1K 0.15% 75
2024
Q1 		$354K Buy
4,873
+975
+25% +$70.8K 0.15% 78
2023
Q4 		$287K Buy
3,898
+253
+7% +$17.9K 0.11% 124
2023
Q3 		$254K Buy
3,645
+9
+0.2% +$643 0.1% 119
2023
Q2 		$264K Sell
3,636
-271
-7% -$19.9K 0.1% 120
2023
Q1 		$288K Sell
3,907
-161
-4% -$11.8K 0.11% 117
2022
Q4 		$345K Sell
4,068
-695
-15% -$49.8K 0.15% 96
2022
Q3 		$340K Buy
4,763
+38
+0.8% +$2.84K 0.16% 102
2022
Q2 		$356K Buy
4,725
+1
+0% +$76 0.16% 101
2022
Q1 		$376K Buy
4,724
+139
+3% +$11.4K 0.14% 102
2021
Q4 		$389K Buy
+4,585
New +$391K 0.14% 102
2021
Q2 		$366K Buy
4,265
+197
+5% +$16.8K 0.15% 100
2021
Q1 		$345K Buy
4,068
+1,399
+52% +$121K 0.15% 96
2020
Q4 		$235K Buy
+2,669
New +$235K 0.14% 117

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

CWS Financial Advisors's BND Position: Q2 2026 in Review

CWS Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, selling an estimated $101K and leaving 10,416 shares worth $765K. The position accounts for 0.17% of the portfolio, ranked #79.

CWS Financial Advisors first reported a position in BND in Q4 2020 and has held it in 22 quarters since. The position peaked at $868K in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • CWS Financial Advisors held 10,416 shares of Vanguard Total Bond Market worth $765K as of Q2 2026.
  • CWS Financial Advisors sold 1,377 Vanguard Total Bond Market shares in Q2 2026, an estimated $101K.
  • Vanguard Total Bond Market made up 0.17% of CWS Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • CWS Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 22 quarters since.
  • CWS Financial Advisors's Vanguard Total Bond Market position peaked at $868K in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.