Family Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Family Wealth 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	$1.48M	Sell	20,111 -359	-2%	-$26.3K	0.45%	37
2026 Q1	$1.51M	Buy	20,470 +327	+2%	+$24.3K	0.51%	37
2025 Q4	$1.49M	Buy	20,143 +339	+2%	+$25.2K	0.54%	34
2025 Q3	$1.47M	Sell	19,804 -110	-0.6%	-$8.1K	0.55%	34
2025 Q2	$1.47M	Buy	19,914 +5,144	+35%	+$374K	0.59%	32
2025 Q1	$1.08M	Buy	14,770 +585	+4%	+$42.5K	0.5%	32
2024 Q4	$1.02M	Sell	14,185 -2,918	-17%	-$213K	0.49%	32
2024 Q3	$1.28M	Sell	17,103 -143	-0.8%	-$10.6K	0.66%	32
2024 Q2	$1.24M	Sell	17,246 -737	-4%	-$52.8K	0.64%	32
2024 Q1	$1.31M	Sell	17,983 -4,416	-20%	-$320K	0.74%	31
2023 Q4	$1.65M	Buy	+22,399	New	+$1.58M	1.27%	29

Other funds holding BND

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Family Wealth Partners's BND Position: Q2 2026 in Review

Family Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 1.8% in Q2 2026, selling an estimated $26.3K and leaving 20,111 shares worth $1.48M. The position accounts for 0.45% of the portfolio, ranked #37.

Family Wealth Partners first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q4 2023. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Family Wealth Partners held 20,111 shares of Vanguard Total Bond Market worth $1.48M as of Q2 2026.
Family Wealth Partners sold 359 Vanguard Total Bond Market shares in Q2 2026, an estimated $26.3K.
Vanguard Total Bond Market made up 0.45% of Family Wealth Partners's portfolio in Q2 2026, its #37 holding.
Family Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Family Wealth Partners's Vanguard Total Bond Market position peaked at $1.65M in Q4 2023.
923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.