Forbes Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Forbes Financial Planning’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	$698K	Sell	9,504 -834	-8%	-$61.2K	0.37%	26
2026 Q1	$761K	Buy	10,338 +135	+1%	+$10K	0.44%	24
2025 Q4	$756K	Sell	10,203 -62,848	-86%	-$4.68M	0.44%	25
2025 Q3	$5.47M	Buy	73,051 +1,579	+2%	+$116K	3.61%	13
2025 Q2	$5.26M	Sell	71,472 -718	-1%	-$52.2K	3.55%	14
2025 Q1	$5.3M	Sell	72,190 -7,456	-9%	-$541K	3.93%	14
2024 Q4	$5.73M	Buy	79,646 +24,427	+44%	+$1.79M	2.78%	13
2024 Q3	$4.15M	Buy	55,219 +3,092	+6%	+$229K	2.99%	16
2024 Q2	$3.76M	Buy	52,127 +9,687	+23%	+$694K	2.95%	18
2024 Q1	$3.08M	Buy	42,440 +11,092	+35%	+$805K	2.65%	17
2023 Q4	$2.31M	Buy	31,348 +13,283	+74%	+$938K	2.15%	18
2023 Q3	$1.26M	Buy	+18,065	New	+$1.29M	1.35%	19
2022 Q2	–	Sell	-86,910	Closed	-$6.91M	–	30
2022 Q1	$6.91M	Sell	86,910 -11,071	-11%	-$904K	8.61%	2
2021 Q4	$8.3M	Buy	+97,981	New	+$8.35M	8.18%	2

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

Forbes Financial Planning's BND Position: Q2 2026 in Review

Forbes Financial Planning reduced its Vanguard Total Bond Market (BND) stake by 8.1% in Q2 2026, selling an estimated $61.2K and leaving 9,504 shares worth $698K. The position accounts for 0.37% of the portfolio, ranked #26.

Forbes Financial Planning first reported a position in BND in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.3M in Q4 2021. 1,269 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Forbes Financial Planning held 9,504 shares of Vanguard Total Bond Market worth $698K as of Q2 2026.
Forbes Financial Planning sold 834 Vanguard Total Bond Market shares in Q2 2026, an estimated $61.2K.
Vanguard Total Bond Market made up 0.37% of Forbes Financial Planning's portfolio in Q2 2026, its #26 holding.
Forbes Financial Planning first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 14 quarters since.
Forbes Financial Planning's Vanguard Total Bond Market position peaked at $8.3M in Q4 2021.
1,269 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.