Forvis Mazars Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $366K | Sell |
4,991
-1,184
| -19% | -$86.9K | 0.01% | 348 |
|
|
2026
Q1 | $455K | Sell |
6,175
-422
| -6% | -$31.3K | 0.01% | 296 |
|
|
2025
Q4 | $489K | Buy |
6,597
+1,728
| +35% | +$129K | 0.01% | 291 |
|
|
2025
Q3 | $362K | Sell |
4,869
-273
| -5% | -$20.1K | 0.01% | 330 |
|
|
2025
Q2 | $379K | Sell |
5,142
-764
| -13% | -$55.6K | 0.01% | 331 |
|
|
2025
Q1 | $434K | Sell |
5,906
-2,972
| -33% | -$216K | 0.01% | 302 |
|
|
2024
Q4 | $638K | Buy |
8,878
+1,110
| +14% | +$81.2K | 0.01% | 275 |
|
|
2024
Q3 | $583K | Sell |
7,768
-683
| -8% | -$50.5K | 0.01% | 294 |
|
|
2024
Q2 | $609K | Buy |
8,451
+652
| +8% | +$46.7K | 0.02% | 262 |
|
|
2024
Q1 | $566K | Sell |
7,799
-2,037
| -21% | -$148K | 0.01% | 273 |
|
|
2023
Q4 | $723K | Buy |
9,836
+6,244
| +174% | +$441K | 0.02% | 236 |
|
|
2023
Q3 | $251K | Sell |
3,592
-678
| -16% | -$48.4K | 0.01% | 348 |
|
|
2023
Q2 | $310K | Sell |
4,270
-166
| -4% | -$12.2K | 0.01% | 357 |
|
|
2023
Q1 | $328K | Sell |
4,436
-602
| -12% | -$44K | 0.01% | 321 |
|
|
2022
Q4 | $362K | Buy |
5,038
+43
| +0.9% | +$3.08K | 0.01% | 302 |
|
|
2022
Q3 | $356K | Sell |
4,995
-726
| -13% | -$54.3K | 0.01% | 295 |
|
|
2022
Q2 | $430K | Buy |
+5,721
| New | +$435K | 0.02% | 272 |
|
|
2021
Q3 | – | Sell |
-2,486
| Closed | -$214K | – | 273 |
|
|
2021
Q2 | $214K | Buy |
+2,486
| New | +$212K | 0.01% | 252 |
|
|
2021
Q1 | – | Sell |
-4,437
| Closed | -$391K | – | 289 |
|
|
2020
Q4 | $391K | Buy |
+4,437
| New | +$390K | 0.02% | 257 |
|
|
2020
Q2 | – | Sell |
-8,286
| Closed | -$707K | – | 310 |
|
|
2020
Q1 | $707K | Sell |
8,286
-664
| -7% | -$56.4K | 0.06% | 141 |
|
|
2019
Q4 | $751K | Buy |
8,950
+664
| +8% | +$55.8K | 0.05% | 142 |
|
|
2019
Q3 | $700K | Sell |
8,286
-7,613
| -48% | -$638K | 0.06% | 131 |
|
|
2019
Q2 | $1.32M | Buy |
15,899
+1,312
| +9% | +$107K | 0.11% | 102 |
|
|
2019
Q1 | $1.18M | Buy |
+14,587
| New | +$1.16M | 0.1% | 103 |
|
|
2017
Q1 | – | Sell |
-5,908
| Closed | -$477K | – | 211 |
|
|
2016
Q4 | $477K | Sell |
5,908
-2,305
| -28% | -$189K | 0.06% | 123 |
|
|
2016
Q3 | $691K | Sell |
8,213
-25
| -0.3% | -$2.1K | 0.1% | 97 |
|
|
2016
Q2 | $694K | Sell |
8,238
-9,025
| -52% | -$750K | 0.1% | 93 |
|
|
2016
Q1 | $1.43M | Sell |
17,263
-799
| -4% | -$65.4K | 0.23% | 57 |
|
|
2015
Q4 | $1.46M | Buy |
18,062
+14,039
| +349% | +$1.14M | 0.22% | 54 |
|
|
2015
Q3 | $330K | Sell |
4,023
-728
| -15% | -$59.3K | 0.06% | 130 |
|
|
2015
Q2 | $386K | Sell |
4,751
-568
| -11% | -$46.7K | 0.06% | 120 |
|
|
2015
Q1 | $443K | Buy |
+5,319
| New | +$442K | 0.06% | 117 |
|
Other funds holding BND
SC
Forvis Mazars Wealth Advisors's BND Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 19% in Q2 2026, selling an estimated $86.9K and leaving 4,991 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #348.
Forvis Mazars Wealth Advisors first reported a position in BND in Q1 2015 and has held it in 32 quarters since. The position peaked at $1.46M in Q4 2015. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.
- Forvis Mazars Wealth Advisors held 4,991 shares of Vanguard Total Bond Market worth $366K as of Q2 2026.
- Forvis Mazars Wealth Advisors sold 1,184 Vanguard Total Bond Market shares in Q2 2026, an estimated $86.9K.
- Vanguard Total Bond Market made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #348 holding.
- Forvis Mazars Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2015 and has held it in 32 quarters since.
- Forvis Mazars Wealth Advisors's Vanguard Total Bond Market position peaked at $1.46M in Q4 2015.
- 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.