Golden Bell Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Golden Bell Financial Planning’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	$25.2M	Buy	343,092 +30,787	+10%	+$2.26M	18.52%	1
2026 Q1	$23M	Buy	312,305 +16,700	+6%	+$1.24M	18.33%	1
2025 Q4	$21.9M	Buy	295,605 +975	+0.3%	+$72.6K	18.23%	1
2025 Q3	$21.9M	Buy	294,630 +38,975	+15%	+$2.87M	19.04%	1
2025 Q2	$18.8M	Buy	255,655 +2,772	+1%	+$202K	17.73%	1
2025 Q1	$18.6M	Buy	252,883 +2,775	+1%	+$201K	18.04%	1
2024 Q4	$18M	Buy	+250,108	New	+$18.3M	18.08%	1

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

Golden Bell Financial Planning's BND Position: Q2 2026 in Review

Golden Bell Financial Planning increased its Vanguard Total Bond Market (BND) stake by 9.9% in Q2 2026, buying an estimated $2.26M and bringing the position to 343,092 shares worth $25.2M. The position accounts for 18.52% of the portfolio, ranked #1.

Golden Bell Financial Planning first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,825 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Golden Bell Financial Planning held 343,092 shares of Vanguard Total Bond Market worth $25.2M as of Q2 2026.
Golden Bell Financial Planning bought 30,787 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.26M.
Vanguard Total Bond Market made up 18.52% of Golden Bell Financial Planning's portfolio in Q2 2026, its #1 holding.
Golden Bell Financial Planning first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
1,825 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.