Frank Rimerman Advisors’s Vanguard Total Bond Market BND Stock Holding History

Frank Rimerman 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	$2.99M	Sell	40,689 -2,973	-7%	-$218K	0.17%	99
2026 Q1	$3.22M	Sell	43,662 -753	-2%	-$55.9K	0.21%	80
2025 Q4	$3.29M	Buy	44,415 +6,920	+18%	+$515K	0.21%	83
2025 Q3	$2.79M	Buy	37,495 +336	+0.9%	+$24.7K	0.18%	94
2025 Q2	$2.74M	Buy	37,159 +1	+0%	+$73	0.18%	87
2025 Q1	$2.73M	Buy	37,158 +1,254	+3%	+$91K	0.22%	76
2024 Q4	$2.58M	Sell	35,904 -359	-1%	-$26.2K	0.19%	81
2024 Q3	$2.72M	Sell	36,263 -9,063	-20%	-$671K	0.19%	88
2024 Q2	$3.27M	Hold	45,326	–	–	0.23%	70
2024 Q1	$3.29M	Hold	45,326	–	–	0.63%	22
2023 Q4	$3.33M	Buy	45,326 +13,838	+44%	+$977K	0.7%	21
2023 Q3	$2.2M	Hold	31,488	–	–	0.53%	25
2023 Q2	$2.29M	Hold	31,488	–	–	0.55%	26
2023 Q1	$2.32M	Sell	31,488 -1,505	-5%	-$110K	0.64%	26
2022 Q4	$2.37M	Sell	32,993 -5,400	-14%	-$387K	0.74%	22
2022 Q3	$2.74M	Hold	38,393	–	–	0.99%	19
2022 Q2	$2.89M	Sell	38,393 -3,251	-8%	-$247K	1.1%	19
2022 Q1	$3.31M	Buy	41,644 +610	+1%	+$49.8K	1.06%	18
2021 Q4	$3.48M	Hold	41,034	–	–	1.17%	16
2021 Q3	$3.51M	Buy	41,034 +18,528	+82%	+$1.6M	1.35%	14
2021 Q2	$1.93M	Hold	22,506	–	–	0.76%	22
2021 Q1	$1.91M	Hold	22,506	–	–	0.84%	20
2020 Q4	$1.98M	Buy	+22,506	New	+$1.98M	0.9%	20

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Frank Rimerman Advisors's BND Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Vanguard Total Bond Market (BND) stake by 6.8% in Q2 2026, selling an estimated $218K and leaving 40,689 shares worth $2.99M. The position accounts for 0.17% of the portfolio, ranked #99.

Frank Rimerman Advisors first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.51M in Q3 2021. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Frank Rimerman Advisors held 40,689 shares of Vanguard Total Bond Market worth $2.99M as of Q2 2026.
Frank Rimerman Advisors sold 2,973 Vanguard Total Bond Market shares in Q2 2026, an estimated $218K.
Vanguard Total Bond Market made up 0.17% of Frank Rimerman Advisors's portfolio in Q2 2026, its #99 holding.
Frank Rimerman Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
Frank Rimerman Advisors's Vanguard Total Bond Market position peaked at $3.51M in Q3 2021.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.