Edgestream Partners’s Vanguard Total Bond Market BND Stock Holding History

Edgestream 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	$9.36M	Buy	+127,524	New	+$9.36M	0.28%	78
2026 Q1	–	Sell	-59,541	Closed	-$4.41M	–	894
2025 Q4	$4.41M	Buy	59,541 +5,765	+11%	+$429K	0.12%	293
2025 Q3	$4M	Buy	53,776 +43,790	+439%	+$3.22M	0.12%	331
2025 Q2	$735K	Buy	+9,986	New	+$726K	0.02%	690
2025 Q1	–	Sell	-8,726	Closed	-$627K	–	849
2024 Q4	$627K	Sell	8,726 -2,923	-25%	-$214K	0.03%	649
2024 Q3	$875K	Buy	11,649 +7,215	+163%	+$534K	0.04%	598
2024 Q2	$319K	Buy	+4,434	New	+$318K	0.02%	734
2024 Q1	–	Sell	-3,278	Closed	-$241K	–	815
2023 Q4	$241K	Buy	+3,278	New	+$231K	0.02%	757

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 22.9% 1-Year Est. Return

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

Edgestream Partners's BND Position: Q2 2026 in Review

Edgestream Partners opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 127,524 shares worth $9.36M. The stake represents 0.28% of the portfolio and ranks #78 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in BND as recently as Q4 2025.

Edgestream Partners first reported a position in BND in Q4 2023 and has held it in 8 quarters since. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Edgestream Partners held 127,524 shares of Vanguard Total Bond Market worth $9.36M as of Q2 2026.
Vanguard Total Bond Market was a new Edgestream Partners position in Q2 2026.
Vanguard Total Bond Market made up 0.28% of Edgestream Partners's portfolio in Q2 2026, its #78 holding.
Edgestream Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 8 quarters since.
1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.