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Financial Strategies Group’s Vanguard Total Bond Market BND Stock Holding History

Financial Strategies Group’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 		$3.17M Buy
43,739
+1,140
+3% +$83.7K 0.51% 35
2026
Q1 		$3.14M Sell
42,599
-223
-0.5% -$16.5K 0.53% 35
2025
Q4 		$3.18M Buy
42,822
+1,766
+4% +$131K 0.58% 35
2025
Q3 		$3.05M Buy
41,056
+3,164
+8% +$233K 0.58% 35
2025
Q2 		$2.76M Sell
37,892
-1,111
-3% -$80.8K 0.58% 33
2025
Q1 		$2.83M Buy
39,003
+3,446
+10% +$250K 0.67% 32
2024
Q4 		$2.53M Buy
35,557
+5,689
+19% +$416K 0.61% 32
2024
Q3 		$2.2M Buy
29,868
+11,706
+64% +$866K 0.52% 33
2024
Q2 		$1.31M Buy
18,162
+298
+2% +$21.3K 0.33% 38
2024
Q1 		$1.28M Buy
17,864
+5,743
+47% +$417K 0.35% 38
2023
Q4 		$878K Sell
12,121
-1,702
-12% -$120K 0.25% 40
2023
Q3 		$949K Buy
13,823
+3,860
+39% +$276K 0.3% 42
2023
Q2 		$724K Buy
9,963
+1,533
+18% +$112K 0.23% 44
2023
Q1 		$622K Sell
8,430
-510
-6% -$37.3K 0.24% 47
2022
Q4 		$642K Buy
8,940
+160
+2% +$11.5K 0.27% 47
2022
Q3 		$626K Sell
8,780
-733
-8% -$54.9K 0.28% 51
2022
Q2 		$716K Buy
9,513
+1,121
+13% +$85.3K 0.3% 46
2022
Q1 		$668K Buy
8,392
+3,946
+89% +$322K 0.27% 43
2021
Q4 		$377K Sell
4,446
-911
-17% -$77.6K 0.15% 59
2021
Q3 		$458K Sell
5,357
-185
-3% -$16K 0.2% 51
2021
Q2 		$476K Sell
5,542
-138
-2% -$11.8K 0.22% 42
2021
Q1 		$481K Buy
5,680
+436
+8% +$37.6K 0.25% 36
2020
Q4 		$462K Buy
5,244
+1,214
+30% +$107K 0.26% 35
2020
Q3 		$356K Buy
+4,030
New +$357K 0.24% 37

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

Financial Strategies Group's BND Position: Q2 2026 in Review

Financial Strategies Group increased its Vanguard Total Bond Market (BND) stake by 2.7% in Q2 2026, buying an estimated $83.7K and bringing the position to 43,739 shares worth $3.17M. The position accounts for 0.51% of the portfolio, ranked #35.

Financial Strategies Group first reported a position in BND in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.18M in Q4 2025. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Financial Strategies Group held 43,739 shares of Vanguard Total Bond Market worth $3.17M as of Q2 2026.
  • Financial Strategies Group bought 1,140 Vanguard Total Bond Market shares in Q2 2026, an estimated $83.7K.
  • Vanguard Total Bond Market made up 0.51% of Financial Strategies Group's portfolio in Q2 2026, its #35 holding.
  • Financial Strategies Group first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 24 quarters since.
  • Financial Strategies Group's Vanguard Total Bond Market position peaked at $3.18M in Q4 2025.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.