Fingerlakes Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Fingerlakes Wealth Management’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	$449K	Sell	6,121 -14	-0.2%	-$1.03K	0.24%	72
2026 Q1	$452K	Sell	6,135 -23	-0.4%	-$1.71K	0.3%	65
2025 Q4	$456K	Buy	6,158 +2,126	+53%	+$158K	0.29%	63
2025 Q3	$300K	Buy	+4,032	New	+$297K	0.2%	80
2023 Q2	–	Sell	-3,580	Closed	-$264K	–	87
2023 Q1	$264K	Sell	3,580 -311	-8%	-$22.8K	0.33%	77
2022 Q4	$280K	Buy	+3,891	New	+$279K	0.38%	72
2022 Q2	–	Sell	-3,105	Closed	-$247K	–	92
2022 Q1	$247K	Buy	3,105 +42	+1%	+$3.43K	0.29%	84
2021 Q4	$240K	Buy	+3,063	New	+$261K	0.27%	85

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fingerlakes Wealth Management's BND Position: Q2 2026 in Review

Fingerlakes Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 0.23% in Q2 2026, selling an estimated $1.03K and leaving 6,121 shares worth $449K. The position accounts for 0.24% of the portfolio, ranked #72.

Fingerlakes Wealth Management first reported a position in BND in Q4 2021 and has held it in 8 quarters since. The position peaked at $456K in Q4 2025. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Fingerlakes Wealth Management held 6,121 shares of Vanguard Total Bond Market worth $449K as of Q2 2026.
Fingerlakes Wealth Management sold 14 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.03K.
Vanguard Total Bond Market made up 0.24% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #72 holding.
Fingerlakes Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 8 quarters since.
Fingerlakes Wealth Management's Vanguard Total Bond Market position peaked at $456K in Q4 2025.
1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.