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

Five Pine 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	$24.5M	Buy	333,233 +9,752	+3%	+$716K	13.84%	1
2026 Q1	$23.8M	Buy	323,481 +12,990	+4%	+$964K	14.81%	1
2025 Q4	$23M	Buy	310,491 +14,798	+5%	+$1.1M	14.75%	1
2025 Q3	$22M	Buy	295,693 +30,117	+11%	+$2.22M	14.87%	1
2025 Q2	$19.6M	Buy	265,576 +9,470	+4%	+$689K	14.47%	1
2025 Q1	$18.8M	Buy	256,106 +13,724	+6%	+$996K	15.32%	1
2024 Q4	$17.4M	Buy	+242,382	New	+$17.7M	14.69%	1

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

Five Pine Wealth Management's BND Position: Q2 2026 in Review

Five Pine Wealth Management increased its Vanguard Total Bond Market (BND) stake by 3% in Q2 2026, buying an estimated $716K and bringing the position to 333,233 shares worth $24.5M. The position accounts for 13.84% of the portfolio, ranked #1.

Five Pine Wealth Management first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Five Pine Wealth Management held 333,233 shares of Vanguard Total Bond Market worth $24.5M as of Q2 2026.
Five Pine Wealth Management bought 9,752 Vanguard Total Bond Market shares in Q2 2026, an estimated $716K.
Vanguard Total Bond Market made up 13.84% of Five Pine Wealth Management's portfolio in Q2 2026, its #1 holding.
Five Pine Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.