Genesis Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Genesis Private Wealth’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	$943K	Sell	12,842 -66	-0.5%	-$4.84K	0.27%	65
2026 Q1	$951K	Sell	12,908 -187	-1%	-$13.9K	0.3%	62
2025 Q4	$970K	Buy	13,095 +1,825	+16%	+$136K	0.3%	63
2025 Q3	$838K	Buy	11,270 +1,372	+14%	+$101K	0.35%	43
2025 Q2	$729K	Sell	9,898 -21	-0.2%	-$1.53K	0.34%	41
2025 Q1	$729K	Buy	9,919 +91	+0.9%	+$6.6K	0.39%	39
2024 Q4	$707K	Buy	+9,828	New	+$719K	0.39%	40

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

Genesis Private Wealth's BND Position: Q2 2026 in Review

Genesis Private Wealth reduced its Vanguard Total Bond Market (BND) stake by 0.51% in Q2 2026, selling an estimated $4.84K and leaving 12,842 shares worth $943K. The position accounts for 0.27% of the portfolio, ranked #65.

Genesis Private Wealth first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $970K in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Genesis Private Wealth held 12,842 shares of Vanguard Total Bond Market worth $943K as of Q2 2026.
Genesis Private Wealth sold 66 Vanguard Total Bond Market shares in Q2 2026, an estimated $4.84K.
Vanguard Total Bond Market made up 0.27% of Genesis Private Wealth's portfolio in Q2 2026, its #65 holding.
Genesis Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's Vanguard Total Bond Market position peaked at $970K in Q4 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.