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GoalFusion Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

GoalFusion Wealth 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 		$2.94M Sell
40,108
-2,241
-5% -$164K 1.19% 12
2026
Q1 		$3.12M Buy
42,349
+462
+1% +$34.3K 1.41% 12
2025
Q4 		$3.1M Buy
41,887
+878
+2% +$65.3K 1.43% 12
2025
Q3 		$3.05M Sell
41,009
-2,811
-6% -$207K 1.46% 12
2025
Q2 		$3.23M Sell
43,820
-9,166
-17% -$667K 1.66% 11
2025
Q1 		$3.89M Sell
52,986
-15,074
-22% -$1.09M 2.13% 11
2024
Q4 		$4.89M Buy
68,060
+1,399
+2% +$102K 2.67% 8
2024
Q3 		$5.01M Buy
66,661
+13,761
+26% +$1.02M 2.77% 8
2024
Q2 		$3.81M Sell
52,900
-15,779
-23% -$1.13M 2.37% 10
2024
Q1 		$4.99M Buy
68,679
+19,577
+40% +$1.42M 3.18% 8
2023
Q4 		$3.62M Buy
49,102
+5,118
+12% +$361K 2.47% 10
2023
Q3 		$3.07M Buy
43,984
+8,179
+23% +$584K 2.28% 10
2023
Q2 		$2.6M Buy
35,805
+1,319
+4% +$96.6K 1.92% 11
2023
Q1 		$2.55M Buy
34,486
+5,208
+18% +$381K 2% 11
2022
Q4 		$2.17M Buy
29,278
+15,677
+115% +$1.12M 1.75% 9
2022
Q3 		$970K Buy
13,601
+36
+0.3% +$2.69K 0.92% 10
2022
Q2 		$1.02M Sell
13,565
-3,647
-21% -$278K 0.96% 10
2022
Q1 		$1.37M Sell
17,212
-9,021
-34% -$737K 1.18% 10
2021
Q4 		$2.22M Buy
+26,233
New +$2.23M 2.18% 7

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

GoalFusion Wealth Management's BND Position: Q2 2026 in Review

GoalFusion Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 5.3% in Q2 2026, selling an estimated $164K and leaving 40,108 shares worth $2.94M. The position accounts for 1.19% of the portfolio, ranked #12.

GoalFusion Wealth Management first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.01M in Q3 2024. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • GoalFusion Wealth Management held 40,108 shares of Vanguard Total Bond Market worth $2.94M as of Q2 2026.
  • GoalFusion Wealth Management sold 2,241 Vanguard Total Bond Market shares in Q2 2026, an estimated $164K.
  • Vanguard Total Bond Market made up 1.19% of GoalFusion Wealth Management's portfolio in Q2 2026, its #12 holding.
  • GoalFusion Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • GoalFusion Wealth Management's Vanguard Total Bond Market position peaked at $5.01M in Q3 2024.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.