FWM
BND icon

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

Focused 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 		$16.2M Buy
221,292
+22,952
+12% +$1.68M 1.41% 13
2026
Q1 		$14.6M Buy
198,340
+10,945
+6% +$812K 1.51% 13
2025
Q4 		$13.9M Buy
187,395
+18,238
+11% +$1.36M 1.45% 13
2025
Q3 		$12.6M Buy
169,157
+14,962
+10% +$1.1M 1.34% 16
2025
Q2 		$11.4M Sell
154,195
-136,030
-47% -$9.89M 1.37% 14
2025
Q1 		$21.3M Buy
290,225
+16,587
+6% +$1.2M 2.88% 10
2024
Q4 		$19.7M Sell
273,638
-56,225
-17% -$4.11M 2.66% 10
2024
Q3 		$24.8M Buy
329,863
+17,553
+6% +$1.3M 3.22% 7
2024
Q2 		$22.5M Buy
312,310
+15,605
+5% +$1.12M 3.22% 8
2024
Q1 		$21.5M Sell
296,705
-35,394
-11% -$2.57M 3.31% 7
2023
Q4 		$24.4M Sell
332,099
-6,253
-2% -$441K 4.02% 6
2023
Q3 		$23.6M Sell
338,352
-132,390
-28% -$9.45M 4.17% 6
2023
Q2 		$34.2M Buy
470,742
+8,208
+2% +$601K 6.16% 4
2023
Q1 		$34.1M Buy
462,534
+92,168
+25% +$6.74M 6.91% 4
2022
Q4 		$26.6M Sell
370,366
-262,262
-41% -$18.8M 5.41% 4
2022
Q3 		$45.1M Sell
632,628
-5,341
-0.8% -$400K 9.46% 3
2022
Q2 		$48M Buy
637,969
+620,308
+3,512% +$47.2M 8.74% 3
2022
Q1 		$1.41M Buy
17,661
+14,246
+417% +$1.16M 0.22% 53
2021
Q4 		$289K Sell
3,415
-10,680
-76% -$910K 0.04% 136
2021
Q3 		$1.2M Sell
14,095
-265
-2% -$22.9K 0.2% 51
2021
Q2 		$1.23M Buy
14,360
+32
+0.2% +$2.73K 0.2% 53
2021
Q1 		$1.21M Sell
14,328
-1,848
-11% -$159K 0.22% 48
2020
Q4 		$1.43M Buy
16,176
+140
+0.9% +$12.3K 0.28% 43
2020
Q3 		$1.42M Sell
16,036
-367
-2% -$32.5K 0.31% 40
2020
Q2 		$1.45M Hold
16,403
– – 0.34% 38
2020
Q1 		$1.4M Buy
16,403
+11,714
+250% +$995K 0.4% 33
2019
Q4 		$393K Buy
4,689
+45
+1% +$3.78K 0.09% 96
2019
Q3 		$392K Sell
4,644
-1,323
-22% -$111K 0.11% 90
2019
Q2 		$496K Sell
5,967
-885
-13% -$72.1K 0.13% 83
2019
Q1 		$556K Sell
6,852
-17,954
-72% -$1.43M 0.17% 78
2018
Q4 		$1.97M Sell
24,806
-7,609
-23% -$595K 0.67% 29
2018
Q3 		$2.55M Sell
32,415
-1,762
-5% -$139K 0.87% 24
2018
Q2 		$2.71M Sell
34,177
-13,908
-29% -$1.1M 0.94% 21
2018
Q1 		$3.84M Buy
48,085
+40
+0.1% +$3.2K 1.23% 18
2017
Q4 		$3.92M Sell
48,045
-118,191
-71% -$9.65M 1.26% 20
2017
Q3 		$13.6M Buy
166,236
+21,090
+15% +$1.73M 4.54% 4
2017
Q2 		$11.9M Buy
145,146
+4,268
+3% +$349K 4.43% 4
2017
Q1 		$11.4M Buy
140,878
+27,094
+24% +$2.19M 4.47% 3
2016
Q4 		$9.19M Sell
113,784
-12,340
-10% -$1.01M 3.88% 4
2016
Q3 		$10.6M Buy
126,124
+4,209
+3% +$354K 4.66% 4
2016
Q2 		$10.3M Buy
121,915
+37,833
+45% +$3.14M 4.72% 3
2016
Q1 		$6.96M Buy
84,082
+84,015
+125,396% +$6.87M 3.81% 5
2015
Q4 		$5K Hold
67
– – ﹤0.01% 500
2015
Q3 		$5K Hold
67
– – ﹤0.01% 485
2015
Q2 		$5K Hold
67
– – ﹤0.01% 499
2015
Q1 		$6K Hold
67
– – ﹤0.01% 493
2014
Q4 		$6K Hold
67
– – ﹤0.01% 480
2014
Q3 		$5K Hold
67
– – ﹤0.01% 511
2014
Q2 		$6K Hold
67
– – ﹤0.01% 484
2014
Q1 		$5K Hold
67
– – ﹤0.01% 477
2013
Q4 		$5K Hold
67
– – ﹤0.01% 470
2013
Q3 		$5K Buy
+67
New +$5.39K ﹤0.01% 452

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

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

Focused Wealth Management increased its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, buying an estimated $1.68M and bringing the position to 221,292 shares worth $16.2M. The position accounts for 1.41% of the portfolio, ranked #13.

Focused Wealth Management first reported a position in BND in Q3 2013 and has held it in 52 quarters since. The position peaked at $48M in Q2 2022. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Focused Wealth Management held 221,292 shares of Vanguard Total Bond Market worth $16.2M as of Q2 2026.
  • Focused Wealth Management bought 22,952 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.68M.
  • Vanguard Total Bond Market made up 1.41% of Focused Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Focused Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Vanguard Total Bond Market position peaked at $48M in Q2 2022.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.