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

Genesis Wealth 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 		$8.17M Buy
111,242
+10,366
+10% +$761K 4.88% 7
2026
Q1 		$7.43M Buy
100,876
+5,074
+5% +$376K 4.96% 8
2025
Q4 		$7.1M Buy
95,802
+1,907
+2% +$142K 4.86% 8
2025
Q3 		$6.98M Sell
93,895
-510
-0.5% -$37.6K 4.92% 7
2025
Q2 		$6.95M Buy
94,405
+7,089
+8% +$516K 5.22% 6
2025
Q1 		$6.41M Buy
87,316
+44,852
+106% +$3.26M 5.19% 5
2024
Q4 		$3.05M Buy
+42,464
New +$3.1M 2.66% 13
2015
Q2 		$4.06K Hold
50
– – ﹤0.01% 432
2015
Q1 		$4.17K Hold
50
– – ﹤0.01% 402
2014
Q4 		$4.16K Buy
+50
New +$4.12K ﹤0.01% 432

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Genesis Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, buying an estimated $761K and bringing the position to 111,242 shares worth $8.17M. The position accounts for 4.88% of the portfolio, ranked #7.

Genesis Wealth Advisors first reported a position in BND in Q4 2014 and has held it in 10 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Genesis Wealth Advisors held 111,242 shares of Vanguard Total Bond Market worth $8.17M as of Q2 2026.
  • Genesis Wealth Advisors bought 10,366 Vanguard Total Bond Market shares in Q2 2026, an estimated $761K.
  • Vanguard Total Bond Market made up 4.88% of Genesis Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Genesis Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 10 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.