Dynamic Wealth Strategies
BND icon

Dynamic Wealth Strategies’s Vanguard Total Bond Market BND Stock Holding History

Dynamic Wealth Strategies’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 		$16.2M Buy
231,416
+4,869
+2% +$351K 8.65% 1
2026
Q2 		$16.6M Buy
226,547
+932
+0.4% +$68.4K 8.86% 1
2026
Q1 		$16.6M Buy
225,615
+16,347
+8% +$1.21M 9.61% 1
2025
Q4 		$15.5M Buy
209,268
+49,606
+31% +$3.69M 9.23% 1
2025
Q3 		$11.9M Sell
159,662
-11,547
-7% -$850K 7.93% 2
2025
Q2 		$12.6M Buy
171,209
+49,775
+41% +$3.62M 9.08% 2
2025
Q1 		$8.92M Buy
121,434
+912
+0.8% +$66.2K 7.42% 3
2024
Q4 		$8.67M Buy
120,522
+7,589
+7% +$555K 7.71% 3
2024
Q3 		$8.48M Buy
112,933
+2,054
+2% +$152K 6.92% 3
2024
Q2 		$7.99M Sell
110,879
-44
-0% -$3.15K 6.87% 3
2024
Q1 		$8.06M Buy
110,923
+1,114
+1% +$80.8K 6.88% 3
2023
Q4 		$8.08M Buy
+109,809
New +$7.75M 7.44% 2

Other funds holding BND

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 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

Dynamic Wealth Strategies's BND Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Vanguard Total Bond Market (BND) stake by 2.1% in Q3 2026, buying an estimated $351K and bringing the position to 231,416 shares worth $16.2M. The position accounts for 8.65% of the portfolio, ranked #1.

Dynamic Wealth Strategies first reported a position in BND in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.6M in Q2 2026. 1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Dynamic Wealth Strategies held 231,416 shares of Vanguard Total Bond Market worth $16.2M as of Q3 2026.
  • Dynamic Wealth Strategies bought 4,869 Vanguard Total Bond Market shares in Q3 2026, an estimated $351K.
  • Vanguard Total Bond Market made up 8.65% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #1 holding.
  • Dynamic Wealth Strategies first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 12 quarters since.
  • Dynamic Wealth Strategies's Vanguard Total Bond Market position peaked at $16.6M in Q2 2026.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.