Fiduciary Alliance’s Vanguard Total Bond Market BND Stock Holding History

Fiduciary Alliance’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 Q3	$272K	Sell	3,882 -8,147	-68%	-$587K	0.02%	424
2026 Q2	$883K	Buy	12,029 +7,671	+176%	+$563K	0.06%	282
2026 Q1	$322K	Sell	4,358 -169	-4%	-$12.5K	0.02%	436
2025 Q4	$335K	Sell	4,527 -1,501	-25%	-$112K	0.02%	405
2025 Q3	$448K	Buy	6,028 +1,236	+26%	+$91K	0.03%	357
2025 Q2	$353K	Buy	+4,792	New	+$349K	0.03%	364
2023 Q3	–	Sell	-848	Closed	-$61.6K	–	258
2023 Q2	$61.6K	Buy	+848	New	+$62.1K	0.01%	282

Other funds holding BND

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Fiduciary Alliance's BND Position: Q3 2026 in Review

Fiduciary Alliance reduced its Vanguard Total Bond Market (BND) stake by 68% in Q3 2026, selling an estimated $587K and leaving 3,882 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #424.

Fiduciary Alliance first reported a position in BND in Q2 2023 and has held it in 7 quarters since. The position peaked at $883K in Q2 2026. 1,499 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Fiduciary Alliance held 3,882 shares of Vanguard Total Bond Market worth $272K as of Q3 2026.
Fiduciary Alliance sold 8,147 Vanguard Total Bond Market shares in Q3 2026, an estimated $587K.
Vanguard Total Bond Market made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #424 holding.
Fiduciary Alliance first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 7 quarters since.
Fiduciary Alliance's Vanguard Total Bond Market position peaked at $883K in Q2 2026.
1,499 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.