Global Assets Advisory’s Vanguard Total Bond Market BND Stock Holding History

Global Assets Advisory’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	-149	Closed	-$39K	–	346
2026 Q1	$39K	Sell	149 -4,240	-97%	-$315K	0.01%	443
2025 Q4	$325K	Sell	4,389 -3,267	-43%	-$243K	0.09%	204
2025 Q3	$569K	Sell	7,656 -5,909	-44%	-$435K	0.17%	131
2025 Q2	$995K	Buy	+13,565	New	+$987K	0.39%	66
2024 Q3	–	Sell	-3,806	Closed	-$274K	–	165
2024 Q2	$274K	Buy	3,806 +2,408	+172%	+$172K	0.44%	48
2024 Q1	$101K	Buy	+1,398	New	+$101K	0.06%	192
2023 Q1	–	Sell	-3,475	Closed	-$250K	–	121
2022 Q4	$250K	Sell	3,475 -80	-2%	-$5.73K	0.26%	102
2022 Q3	$250K	Buy	+3,555	New	+$266K	0.25%	100

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 $179B AUM 16.96% 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 $35B AUM 15.18% 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 22.9% 1-Year Est. Return

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

Global Assets Advisory's BND Position: Q2 2026 in Review

Global Assets Advisory sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 149 shares — an estimated $39K sold.

Global Assets Advisory first reported a position in BND in Q3 2022 and held it in 8 quarters. The position peaked at $995K in Q2 2025. 1,838 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Global Assets Advisory reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
Global Assets Advisory sold 149 Vanguard Total Bond Market shares in Q2 2026, an estimated $39K.
Global Assets Advisory first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 8 quarters.
Global Assets Advisory's Vanguard Total Bond Market position peaked at $995K in Q2 2025.
1,838 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.