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

Golden State 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 		$68.7K Sell
935
-61
-6% -$4.48K 0.01% 654
2026
Q1 		$73.4K Sell
996
-191
-16% -$14.2K 0.01% 586
2025
Q4 		$88K Sell
1,187
-1,124
-49% -$83.7K 0.01% 549
2025
Q3 		$172K Buy
2,311
+1,626
+237% +$120K 0.02% 404
2025
Q2 		$50.4K Sell
685
-6,122
-90% -$445K 0.01% 640
2025
Q1 		$500K Buy
6,807
+6,333
+1,336% +$460K 0.07% 204
2024
Q4 		$34.1K Buy
+474
New +$34.7K 0.01% 648
2022
Q1 		$829K Buy
10,424
+2,764
+36% +$226K 0.16% 126
2021
Q4 		$649K Sell
7,660
-499
-6% -$42.5K 0.11% 173
2021
Q3 		$697K Sell
8,159
-73
-0.9% -$6.3K 0.15% 131
2021
Q2 		$707K Buy
8,232
+4,455
+118% +$380K 0.16% 125
2021
Q1 		$319K Buy
3,777
+202
+6% +$17.4K 0.11% 140
2020
Q4 		$315K Sell
3,575
-112
-3% -$9.86K 0.09% 172
2020
Q3 		$325K Sell
3,687
-29,181
-89% -$2.59M 0.11% 136
2020
Q2 		$2.51M Buy
32,868
+30,251
+1,156% +$2.64M 0.81% 20
2020
Q1 		$223K Buy
+2,617
New +$222K 0.1% 145
2019
Q4 		– Sell
-35,280
Closed -$2.98M – 154
2019
Q3 		$2.98M Sell
35,280
-1,787
-5% -$150K 0.98% 22
2019
Q2 		$3.08M Buy
37,067
+1,479
+4% +$120K 0.98% 21
2019
Q1 		$2.89M Buy
+35,588
New +$2.84M 0.97% 22

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

Golden State Wealth Management's BND Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 6.1% in Q2 2026, selling an estimated $4.48K and leaving 935 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #654.

Golden State Wealth Management first reported a position in BND in Q1 2019 and has held it in 19 quarters since. The position peaked at $3.08M in Q2 2019. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Golden State Wealth Management held 935 shares of Vanguard Total Bond Market worth $68.7K as of Q2 2026.
  • Golden State Wealth Management sold 61 Vanguard Total Bond Market shares in Q2 2026, an estimated $4.48K.
  • Vanguard Total Bond Market made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Golden State Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Vanguard Total Bond Market position peaked at $3.08M in Q2 2019.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.