SIAIK
BND icon

Summit Investment Advisors, Inc.\KS’s Vanguard Total Bond Market BND Stock Holding History

Summit Investment Advisors, Inc.\KS’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 		$2.43M Sell
34,632
-31,213
-47% -$2.25M 1.1% 20
2026
Q2 		$4.83M Sell
65,845
-66,553
-50% -$4.88M 2.21% 10
2026
Q1 		$9.7M Sell
132,398
-16,498
-11% -$1.22M 4.95% 6
2025
Q4 		$11M Buy
+148,896
New +$11.1M 5.91% 6

Other funds holding BND

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's BND Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its Vanguard Total Bond Market (BND) stake by 47% in Q3 2026, selling an estimated $2.25M and leaving 34,632 shares worth $2.43M. The position accounts for 1.1% of the portfolio, ranked #20.

Summit Investment Advisors, Inc.\KS first reported a position in BND in Q4 2025 and has held it in 4 quarters since. The position peaked at $11M in Q4 2025. 1,135 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 34,632 shares of Vanguard Total Bond Market worth $2.43M as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS sold 31,213 Vanguard Total Bond Market shares in Q3 2026, an estimated $2.25M.
  • Vanguard Total Bond Market made up 1.1% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #20 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's Vanguard Total Bond Market position peaked at $11M in Q4 2025.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.