Diversify Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Diversify Wealth Management’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	$13M	Sell	178,765 -7,177	-4%	-$527K	0.22%	95
2026 Q1	$13.6M	Buy	185,942 +62,472	+51%	+$4.63M	0.24%	80
2025 Q4	$9.17M	Buy	123,470 +39,592	+47%	+$2.95M	0.43%	52
2025 Q3	$6.23M	Sell	83,878 -21,955	-21%	-$1.62M	0.36%	72
2025 Q2	$7.78M	Sell	105,833 -23,051	-18%	-$1.68M	0.48%	43
2025 Q1	$9.48M	Sell	128,884 -22,929	-15%	-$1.66M	0.7%	24
2024 Q4	$10.8M	Sell	151,813 -5,121	-3%	-$374K	0.84%	20
2024 Q3	$11.5M	Buy	156,934 +11,901	+8%	+$881K	1.11%	17
2024 Q2	$10.8M	Buy	+145,033	New	+$10.4M	1.34%	13

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Diversify Wealth Management's BND Position: Q2 2026 in Review

Diversify Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 3.9% in Q2 2026, selling an estimated $527K and leaving 178,765 shares worth $13M. The position accounts for 0.22% of the portfolio, ranked #95.

Diversify Wealth Management first reported a position in BND in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.6M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Diversify Wealth Management held 178,765 shares of Vanguard Total Bond Market worth $13M as of Q2 2026.
Diversify Wealth Management sold 7,177 Vanguard Total Bond Market shares in Q2 2026, an estimated $527K.
Vanguard Total Bond Market made up 0.22% of Diversify Wealth Management's portfolio in Q2 2026, its #95 holding.
Diversify Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Vanguard Total Bond Market position peaked at $13.6M in Q1 2026.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.