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FIDELIS iM’s Vanguard Total Bond Market BND Stock Holding History

FIDELIS iM’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 		$15.5M Buy
211,419
+90,666
+75% +$6.65M 5.29% 8
2026
Q1 		$8.89M Buy
120,753
+17,422
+17% +$1.29M 3.37% 10
2025
Q4 		$7.65M Sell
103,331
-274,784
-73% -$20.5M 2.97% 11
2025
Q3 		$32.3M Buy
378,115
+231,319
+158% +$17M 20.05% 1
2025
Q2 		$10.8M Sell
146,796
-10,046
-6% -$731K 4.81% 8
2025
Q1 		$11.5M Sell
156,842
-287,612
-65% -$20.9M 5.34% 8
2024
Q4 		$32M Buy
444,454
+3,512
+0.8% +$257K 15.69% 1
2024
Q3 		$33.1M Sell
440,942
-7,874
-2% -$583K 15.02% 1
2024
Q2 		$32.3M Buy
448,816
+15,723
+4% +$1.13M 15.87% 1
2024
Q1 		$31.5M Buy
433,093
+23,663
+6% +$1.72M 15.79% 1
2023
Q4 		$30.1M Sell
409,430
-11,109
-3% -$784K 16.21% 1
2023
Q3 		$29.3M Buy
420,539
+9,226
+2% +$659K 17.19% 1
2023
Q2 		$29.9M Buy
411,313
+6,788
+2% +$497K 16.99% 1
2023
Q1 		$29.9M Buy
404,525
+24,649
+6% +$1.8M 17.83% 1
2022
Q4 		$27.3M Buy
379,876
+18,382
+5% +$1.32M 17.8% 1
2022
Q3 		$25.8M Sell
361,494
-12,430
-3% -$930K 17.97% 1
2022
Q2 		$28.1M Sell
373,924
-6,185
-2% -$471K 18.81% 1
2022
Q1 		$30.2M Sell
380,109
-17,487
-4% -$1.43M 17.77% 1
2021
Q4 		$33.7M Buy
397,596
+19,481
+5% +$1.66M 19.25% 1
2021
Q3 		$32.3M Buy
+378,115
New +$32.6M 20.05% 1

Other funds holding BND

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FIDELIS iM's BND Position: Q2 2026 in Review

FIDELIS iM increased its Vanguard Total Bond Market (BND) stake by 75% in Q2 2026, buying an estimated $6.65M and bringing the position to 211,419 shares worth $15.5M. The position accounts for 5.29% of the portfolio, ranked #8.

FIDELIS iM first reported a position in BND in Q3 2021 and has held it in 20 quarters since. The position peaked at $33.7M in Q4 2021. 635 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • FIDELIS iM held 211,419 shares of Vanguard Total Bond Market worth $15.5M as of Q2 2026.
  • FIDELIS iM bought 90,666 Vanguard Total Bond Market shares in Q2 2026, an estimated $6.65M.
  • Vanguard Total Bond Market made up 5.29% of FIDELIS iM's portfolio in Q2 2026, its #8 holding.
  • FIDELIS iM first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 20 quarters since.
  • FIDELIS iM's Vanguard Total Bond Market position peaked at $33.7M in Q4 2021.
  • 635 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on FIDELIS iM's 13F filing for Q2 2026, filed 22 Jul 2026.