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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
2020
Q4 		– Sell
-5,743
Closed -$507K – 312
2020
Q3 		$507K Buy
+5,743
New +$509K 0.13% 135

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. 522 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.
  • 522 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.