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FOCUS Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

FOCUS Wealth Advisors’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 		$15.9M Buy
216,748
+6,219
+3% +$456K 7.38% 2
2026
Q1 		$15.5M Sell
210,529
-7,462
-3% -$554K 7.58% 2
2025
Q4 		$16.1M Sell
217,991
-1,103
-0.5% -$82.1K 7.51% 2
2025
Q3 		$16.3M Buy
219,094
+3,672
+2% +$270K 7.83% 2
2025
Q2 		$15.9M Buy
215,422
+369
+0.2% +$26.8K 8.24% 2
2025
Q1 		$15.8M Buy
215,053
+15,540
+8% +$1.13M 8.73% 2
2024
Q4 		$14.3M Buy
199,513
+274
+0.1% +$20K 7.61% 3
2024
Q3 		$15M Sell
199,239
-3,784
-2% -$280K 7.46% 3
2024
Q2 		$14.6M Buy
203,023
+2,458
+1% +$176K 7.51% 3
2024
Q1 		$14.6M Buy
200,565
+9,611
+5% +$697K 7.8% 3
2023
Q4 		$14M Buy
190,954
+11,448
+6% +$808K 8.88% 3
2023
Q3 		$12.5M Sell
179,506
-1,531
-0.8% -$109K 8.69% 3
2023
Q2 		$13.2M Sell
181,037
-1,835
-1% -$134K 8.9% 3
2023
Q1 		$13.5M Sell
182,872
-2,590
-1% -$190K 8.87% 2
2022
Q4 		$13.3M Sell
185,462
-1,620
-0.9% -$116K 9.21% 2
2022
Q3 		$13.3M Sell
187,082
-1,195
-0.6% -$89.4K 9.45% 2
2022
Q2 		$14.2M Buy
188,277
+4,006
+2% +$305K 9.71% 2
2022
Q1 		$14.7M Sell
184,271
-1,930
-1% -$158K 8.73% 3
2021
Q4 		$15.8M Buy
186,201
+2,906
+2% +$248K 9.44% 3
2021
Q3 		$15.7M Buy
183,295
+8,056
+5% +$695K 10.61% 3
2021
Q2 		$15.1M Buy
175,239
+2,247
+1% +$192K 10.48% 2
2021
Q1 		$14.7M Buy
172,992
+2,828
+2% +$244K 10.8% 2
2020
Q4 		$15M Buy
+170,164
New +$15M 11.58% 2

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

FOCUS Wealth Advisors's BND Position: Q2 2026 in Review

FOCUS Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 3% in Q2 2026, buying an estimated $456K and bringing the position to 216,748 shares worth $15.9M. The position accounts for 7.38% of the portfolio, ranked #2.

FOCUS Wealth Advisors first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.3M in Q3 2025. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • FOCUS Wealth Advisors held 216,748 shares of Vanguard Total Bond Market worth $15.9M as of Q2 2026.
  • FOCUS Wealth Advisors bought 6,219 Vanguard Total Bond Market shares in Q2 2026, an estimated $456K.
  • Vanguard Total Bond Market made up 7.38% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • FOCUS Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • FOCUS Wealth Advisors's Vanguard Total Bond Market position peaked at $16.3M in Q3 2025.
  • 1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.