EWM
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Elevatus Welath Management’s Vanguard Total Bond Market BND Stock Holding History

Elevatus Welath 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 		$242K Sell
3,294
-92
-3% -$6.75K 0.06% 208
2026
Q1 		$249K Sell
3,386
-356
-10% -$26.4K 0.13% 119
2025
Q4 		$277K Sell
3,742
-131
-3% -$9.75K 0.08% 123
2025
Q3 		$288K Sell
3,873
-16
-0.4% -$1.18K 0.08% 99
2025
Q2 		$286K Buy
+3,889
New +$283K 0.1% 87

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Elevatus Welath Management's BND Position: Q2 2026 in Review

Elevatus Welath Management reduced its Vanguard Total Bond Market (BND) stake by 2.7% in Q2 2026, selling an estimated $6.75K and leaving 3,294 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #208.

Elevatus Welath Management first reported a position in BND in Q2 2025 and has held it in 5 quarters since. The position peaked at $288K in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Elevatus Welath Management held 3,294 shares of Vanguard Total Bond Market worth $242K as of Q2 2026.
  • Elevatus Welath Management sold 92 Vanguard Total Bond Market shares in Q2 2026, an estimated $6.75K.
  • Vanguard Total Bond Market made up 0.06% of Elevatus Welath Management's portfolio in Q2 2026, its #208 holding.
  • Elevatus Welath Management first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
  • Elevatus Welath Management's Vanguard Total Bond Market position peaked at $288K in Q3 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.