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Guardian Wealth Advisors (North Carolina)’s Vanguard Total Bond Market BND Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-3,409
Closed -$251K – 392
2026
Q1 		$251K Hold
3,409
– – 0.02% 311
2025
Q4 		$253K Sell
3,409
-1,500
-31% -$112K 0.02% 320
2025
Q3 		$365K Sell
4,909
-103
-2% -$7.58K 0.02% 257
2025
Q2 		$369K Buy
5,012
+754
+18% +$54.8K 0.03% 239
2025
Q1 		$313K Sell
4,258
-7,567
-64% -$549K 0.03% 246
2024
Q4 		$850K Buy
11,825
+77
+0.7% +$5.63K 0.07% 145
2024
Q3 		$882K Sell
11,748
-700
-6% -$51.8K 0.09% 116
2024
Q2 		$897K Hold
12,448
– – 0.1% 108
2024
Q1 		$904K Sell
12,448
-593
-5% -$43K 0.11% 108
2023
Q4 		$959K Hold
13,041
– – 0.15% 88
2023
Q3 		$910K Sell
13,041
-1,475
-10% -$105K 0.15% 86
2023
Q2 		$1.06M Buy
14,516
+816
+6% +$59.8K 0.18% 74
2023
Q1 		$1.01M Hold
13,700
– – 0.18% 75
2022
Q4 		$984K Buy
13,700
+170
+1% +$12.2K 0.19% 67
2022
Q3 		$965K Sell
13,530
-805
-6% -$60.2K 0.18% 66
2022
Q2 		$1.08M Sell
14,335
-2,854
-17% -$217K 0.2% 60
2022
Q1 		$1.37M Sell
17,189
-2,711
-14% -$221K 0.59% 36
2021
Q4 		$1.69M Buy
+19,900
New +$1.69M 0.73% 29

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

Guardian Wealth Advisors (North Carolina)'s BND Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 3,409 shares — an estimated $251K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BND in Q4 2021 and held it in 18 quarters. The position peaked at $1.69M in Q4 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 3,409 Vanguard Total Bond Market shares in Q2 2026, an estimated $251K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 18 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Total Bond Market position peaked at $1.69M in Q4 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.