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EverSource Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

EverSource Wealth Advisors’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 		$9.63M Sell
131,163
-1,407
-1% -$103K 0.32% 66
2026
Q1 		$9.76M Buy
132,570
+15,497
+13% +$1.15M 0.3% 69
2025
Q4 		$8.67M Buy
117,073
+9,914
+9% +$738K 0.32% 71
2025
Q3 		$7.97M Buy
107,159
+17,969
+20% +$1.32M 0.32% 77
2025
Q2 		$6.57M Buy
89,190
+16,443
+23% +$1.2M 0.3% 79
2025
Q1 		$5.34M Buy
72,747
+51,173
+237% +$3.71M 0.29% 77
2024
Q4 		$1.55M Buy
21,574
+11,246
+109% +$822K 0.09% 183
2024
Q3 		$776K Buy
10,328
+176
+2% +$13K 0.05% 258
2024
Q2 		$746K Sell
10,152
-739
-7% -$52.9K 0.05% 253
2024
Q1 		$770K Buy
10,891
+1,078
+11% +$78.2K 0.06% 216
2023
Q4 		$722K Buy
9,813
+2,747
+39% +$194K 0.07% 202
2023
Q3 		$493K Sell
7,066
-5,221
-42% -$373K 0.05% 232
2023
Q2 		$893K Buy
12,287
+5,551
+82% +$407K 0.1% 167
2023
Q1 		$497K Buy
6,736
+1,575
+31% +$115K 0.06% 217
2022
Q4 		$371K Buy
5,161
+269
+5% +$19.3K 0.06% 239
2022
Q3 		$349K Buy
4,892
+191
+4% +$14.3K 0.08% 216
2022
Q2 		$354K Sell
4,701
-2,396
-34% -$182K 0.09% 193
2022
Q1 		$565K Sell
7,097
-848
-11% -$69.3K 0.14% 134
2021
Q4 		$673K Buy
+7,945
New +$677K 0.19% 94

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

EverSource Wealth Advisors's BND Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 1.1% in Q2 2026, selling an estimated $103K and leaving 131,163 shares worth $9.63M. The position accounts for 0.32% of the portfolio, ranked #66.

EverSource Wealth Advisors first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.76M in Q1 2026. 1,823 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • EverSource Wealth Advisors held 131,163 shares of Vanguard Total Bond Market worth $9.63M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,407 Vanguard Total Bond Market shares in Q2 2026, an estimated $103K.
  • Vanguard Total Bond Market made up 0.32% of EverSource Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Total Bond Market position peaked at $9.76M in Q1 2026.
  • 1,823 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.