GSEP
BND icon

Golden State Equity Partners’s Vanguard Total Bond Market BND Stock Holding History

Golden State Equity Partners’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 		$55.4K Sell
755
-11,386
-94% -$835K 0.15% 87
2026
Q1 		$894K Buy
12,141
+3,872
+47% +$287K 0.07% 310
2025
Q4 		$612K Buy
8,269
+180
+2% +$13.4K 0.1% 236
2025
Q3 		$602K Buy
8,089
+84
+1% +$6.18K 0.1% 233
2025
Q2 		$589K Buy
8,005
+56
+0.7% +$4.07K 0.11% 225
2025
Q1 		$584K Sell
7,949
-212
-3% -$15.4K 0.12% 218
2024
Q4 		$587K Sell
8,161
-735
-8% -$53.7K 0.11% 204
2024
Q3 		$668K Buy
8,896
+801
+10% +$59.3K 0.35% 50
2024
Q2 		$583K Buy
+8,095
New +$580K 0.12% 183
2023
Q4 		$309K Sell
4,202
-322
-7% -$22.7K 0.08% 273
2023
Q3 		$316K Buy
4,524
+191
+4% +$13.6K 0.09% 247
2023
Q2 		$315K Sell
4,333
-1,212
-22% -$88.8K 0.09% 256
2023
Q1 		$409K Buy
+5,545
New +$406K 0.22% 115
2021
Q4 		– Sell
-2,400
Closed -$205K – 190
2021
Q3 		$205K Buy
+2,400
New +$207K 0.08% 216

Other funds holding BND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Golden State Equity Partners's BND Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard Total Bond Market (BND) stake by 94% in Q2 2026, selling an estimated $835K and leaving 755 shares worth $55.4K. The position accounts for 0.15% of the portfolio, ranked #87.

Golden State Equity Partners first reported a position in BND in Q3 2021 and has held it in 14 quarters since. The position peaked at $894K in Q1 2026. 974 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Golden State Equity Partners held 755 shares of Vanguard Total Bond Market worth $55.4K as of Q2 2026.
  • Golden State Equity Partners sold 11,386 Vanguard Total Bond Market shares in Q2 2026, an estimated $835K.
  • Vanguard Total Bond Market made up 0.15% of Golden State Equity Partners's portfolio in Q2 2026, its #87 holding.
  • Golden State Equity Partners first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 14 quarters since.
  • Golden State Equity Partners's Vanguard Total Bond Market position peaked at $894K in Q1 2026.
  • 974 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.