Haven Private’s Vanguard Total Bond Market BND Stock Holding History

Haven Private’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	-3,523	Closed	-$259K	–	175
2026 Q1	$259K	Buy	+3,523	New	+$261K	0.11%	150

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

Haven Private's BND Position: Q2 2026 in Review

Haven Private sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 3,523 shares — an estimated $259K sold.

Haven Private first reported a position in BND in Q1 2026 and held it in 1 quarter. The position peaked at $259K in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Haven Private reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
Haven Private sold 3,523 Vanguard Total Bond Market shares in Q2 2026, an estimated $259K.
Haven Private first reported a position in Vanguard Total Bond Market in Q1 2026 and held it in 1 quarter.
Haven Private's Vanguard Total Bond Market position peaked at $259K in Q1 2026.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.