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Cyndeo Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Cyndeo Wealth Partners’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 		$1.65M Buy
22,450
+119
+0.5% +$8.73K 0.08% 215
2026
Q1 		$1.64M Sell
22,331
-7,748
-26% -$575K 0.09% 187
2025
Q4 		$2.23M Buy
30,079
+16,283
+118% +$1.21M 0.12% 161
2025
Q3 		$1.03M Buy
13,796
+3,058
+28% +$225K 0.06% 230
2025
Q2 		$791K Sell
10,738
-1
-0% -$73 0.05% 256
2025
Q1 		$789K Sell
10,739
-170
-2% -$12.3K 0.05% 244
2024
Q4 		$784K Buy
10,909
+1
+0% +$73 0.05% 243
2024
Q3 		$819K Sell
10,908
-565
-5% -$41.8K 0.06% 238
2024
Q2 		$827K Buy
11,473
+2,800
+32% +$201K 0.06% 226
2024
Q1 		$630K Sell
8,673
-20,969
-71% -$1.52M 0.05% 241
2023
Q4 		$2.18M Buy
29,642
+22,236
+300% +$1.57M 0.2% 129
2023
Q3 		$517K Buy
7,406
+47
+0.6% +$3.35K 0.05% 222
2023
Q2 		$535K Sell
7,359
-12,862
-64% -$942K 0.06% 215
2023
Q1 		$1.49M Sell
20,221
-538,931
-96% -$39.4M 0.16% 148
2022
Q4 		$40.2M Buy
+559,152
New +$40.1M 4.72% 1

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

Cyndeo Wealth Partners's BND Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 0.53% in Q2 2026, buying an estimated $8.73K and bringing the position to 22,450 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #215.

Cyndeo Wealth Partners first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.2M in Q4 2022. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Cyndeo Wealth Partners held 22,450 shares of Vanguard Total Bond Market worth $1.65M as of Q2 2026.
  • Cyndeo Wealth Partners bought 119 Vanguard Total Bond Market shares in Q2 2026, an estimated $8.73K.
  • Vanguard Total Bond Market made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Vanguard Total Bond Market position peaked at $40.2M in Q4 2022.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.