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GEN Financial Management’s Vanguard Total Bond Market BND Stock Holding History

GEN Financial 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 		– Sell
-31,634
Closed -$2.33M – 43
2026
Q1 		$2.33M Buy
31,634
+540
+2% +$40.1K 1.44% 11
2025
Q4 		$2.3M Buy
31,094
+47
+0.2% +$3.5K 1.45% 10
2025
Q3 		$2.31M Buy
31,047
+197
+0.6% +$14.5K 1.99% 7
2025
Q2 		$2.27M Sell
30,850
-941
-3% -$68.4K 1.86% 8
2025
Q1 		$2.34M Buy
+31,791
New +$2.31M 1.58% 7

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

GEN Financial Management's BND Position: Q2 2026 in Review

GEN Financial Management sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 31,634 shares — an estimated $2.33M sold.

GEN Financial Management first reported a position in BND in Q1 2025 and held it in 5 quarters. The position peaked at $2.34M in Q1 2025. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • GEN Financial Management reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • GEN Financial Management sold 31,634 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.33M.
  • GEN Financial Management first reported a position in Vanguard Total Bond Market in Q1 2025 and held it in 5 quarters.
  • GEN Financial Management's Vanguard Total Bond Market position peaked at $2.34M in Q1 2025.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.