Halbert Hargrove Global Advisors’s Vanguard Total Bond Market BND Stock Holding History

Halbert Hargrove Global Advisors’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	$221	Sell	3 -1	-25%	-$73	﹤0.01%	643
2026 Q1	$272	Sell	4 -802	-100%	-$59.5K	﹤0.01%	355
2025 Q4	$59.7K	Buy	806 +803	+26,767%	+$59.8K	﹤0.01%	175
2025 Q3	$224	Hold	3	–	–	﹤0.01%	715
2025 Q2	$221	Sell	3 -1,517	-100%	-$110K	﹤0.01%	303
2025 Q1	$112K	Sell	1,520 -128	-8%	-$9.29K	0.01%	112
2024 Q4	$119K	Buy	+1,648	New	+$120K	0.01%	108

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

Halbert Hargrove Global Advisors's BND Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Vanguard Total Bond Market (BND) stake by 25% in Q2 2026, selling an estimated $73 and leaving 3 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Halbert Hargrove Global Advisors first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Halbert Hargrove Global Advisors held 3 shares of Vanguard Total Bond Market worth $221 as of Q2 2026.
Halbert Hargrove Global Advisors sold 1 Vanguard Total Bond Market share in Q2 2026, an estimated $73.
Vanguard Total Bond Market made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #643 holding.
Halbert Hargrove Global Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Vanguard Total Bond Market position peaked at $119K in Q4 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.