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Cypress Wealth Services’s Vanguard Total Bond Market BND Stock Holding History

Cypress Wealth Services’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 		$385K Sell
5,240
-430
-8% -$31.6K 0.05% 286
2026
Q1 		$418K Buy
5,670
+927
+20% +$68.8K 0.06% 246
2025
Q4 		$351K Buy
+4,743
New +$353K 0.05% 263
2022
Q3 		– Sell
-3,329
Closed -$251K – 229
2022
Q2 		$251K Sell
3,329
-1,378
-29% -$105K 0.08% 188
2022
Q1 		$374K Sell
4,707
-155
-3% -$12.7K 0.1% 153
2021
Q4 		$412K Sell
4,862
-253
-5% -$21.5K 0.11% 139
2021
Q3 		$437K Sell
5,115
-99
-2% -$8.55K 0.13% 131
2021
Q2 		$448K Hold
5,214
– – 0.12% 149
2021
Q1 		$442K Sell
5,214
-529
-9% -$45.6K 0.09% 169
2020
Q4 		$506K Buy
+5,743
New +$505K 0.11% 148
2020
Q3 		– Sell
-5,759
Closed -$511K – 288
2020
Q2 		$509K Sell
5,759
-4,758
-45% -$416K 0.12% 145
2020
Q1 		$898K Sell
10,517
-942
-8% -$80K 0.26% 94
2019
Q4 		$961K Sell
11,459
-541
-5% -$45.5K 0.24% 101
2019
Q3 		$1.01M Sell
12,000
-752
-6% -$63K 0.28% 97
2019
Q2 		$1.06M Sell
12,752
-600
-4% -$48.9K 0.31% 94
2019
Q1 		$1.08M Buy
13,352
+1,104
+9% +$88.2K 0.34% 86
2018
Q4 		$970K Buy
12,248
+6,814
+125% +$533K 0.38% 78
2018
Q3 		$428K Sell
5,434
-853
-14% -$67.4K 0.15% 131
2018
Q2 		$498K Buy
6,287
+216
+4% +$17.1K 0.19% 117
2018
Q1 		$485K Sell
6,071
-55
-0.9% -$4.4K 0.21% 109
2017
Q4 		$500K Buy
+6,126
New +$500K 0.21% 111

Other funds holding BND

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Cypress Wealth Services's BND Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard Total Bond Market (BND) stake by 7.6% in Q2 2026, selling an estimated $31.6K and leaving 5,240 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #286.

Cypress Wealth Services first reported a position in BND in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.08M in Q1 2019. 511 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Cypress Wealth Services held 5,240 shares of Vanguard Total Bond Market worth $385K as of Q2 2026.
  • Cypress Wealth Services sold 430 Vanguard Total Bond Market shares in Q2 2026, an estimated $31.6K.
  • Vanguard Total Bond Market made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #286 holding.
  • Cypress Wealth Services first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 21 quarters since.
  • Cypress Wealth Services's Vanguard Total Bond Market position peaked at $1.08M in Q1 2019.
  • 511 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.