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Global Wealth Strategies & Associates’s Vanguard Total Bond Market BND Stock Holding History

Global Wealth Strategies & Associates’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
Q3 		$32M Buy
456,472
+9,539
+2% +$688K 5.87% 4
2026
Q2 		$32.8M Buy
446,933
+12,622
+3% +$926K 6.22% 4
2026
Q1 		$32M Buy
434,311
+30,112
+7% +$2.23M 7.86% 3
2025
Q4 		$29.9M Buy
404,199
+17,486
+5% +$1.3M 7.46% 3
2025
Q3 		$28.8M Buy
386,713
+12,086
+3% +$890K 7.4% 3
2025
Q2 		$27.6M Sell
374,627
-8,508
-2% -$619K 7.9% 3
2025
Q1 		$28.1M Buy
383,135
+39,360
+11% +$2.86M 8.53% 3
2024
Q4 		$24.7M Buy
343,775
+29,845
+10% +$2.18M 7.73% 4
2024
Q3 		$23.6M Buy
313,930
+8,934
+3% +$661K 7.75% 3
2024
Q2 		$22M Buy
304,996
+11,997
+4% +$859K 7.89% 3
2024
Q1 		$21.3M Buy
292,999
+76,216
+35% +$5.53M 8% 3
2023
Q4 		$15.9M Buy
216,783
+58,829
+37% +$4.15M 6.64% 4
2023
Q3 		$11M Buy
157,954
+16,873
+12% +$1.2M 5.15% 3
2023
Q2 		$10.3M Buy
141,081
+8,216
+6% +$602K 4.81% 5
2023
Q1 		$9.81M Buy
132,865
+58,100
+78% +$4.25M 5.07% 4
2022
Q4 		$5.37M Buy
+74,765
New +$5.36M 3.12% 11

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Global Wealth Strategies & Associates's BND Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Vanguard Total Bond Market (BND) stake by 2.1% in Q3 2026, buying an estimated $688K and bringing the position to 456,472 shares worth $32M. The position accounts for 5.87% of the portfolio, ranked #4.

Global Wealth Strategies & Associates first reported a position in BND in Q4 2022 and has held it in 16 quarters since. The position peaked at $32.8M in Q2 2026. 78 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Global Wealth Strategies & Associates held 456,472 shares of Vanguard Total Bond Market worth $32M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 9,539 Vanguard Total Bond Market shares in Q3 2026, an estimated $688K.
  • Vanguard Total Bond Market made up 5.87% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #4 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's Vanguard Total Bond Market position peaked at $32.8M in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.