PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Total Bond Market BND Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$1.1K	Hold	14	–	–	﹤0.01%	515
2026 Q1	$1.09K	Hold	14	–	–	﹤0.01%	483
2025 Q4	$1.09K	Hold	14	–	–	﹤0.01%	490
2025 Q3	$1.08K	Hold	14	–	–	﹤0.01%	504
2025 Q2	$1.06K	Hold	14	–	–	﹤0.01%	459
2025 Q1	$1.04K	Hold	14	–	–	﹤0.01%	438
2024 Q4	$1.02K	Buy	+14	New	+$1.02K	﹤0.01%	437

Other funds holding BND

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BND Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 14 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,269 funds tracked by Wall St. Rank hold BND as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 14 shares of Vanguard Total Bond Market worth $1.1K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #515 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
1,269 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.