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

HB 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 		$10.6M Buy
144,025
+98,846
+219% +$7.25M 0.06% 161
2026
Q1 		$3.33M Buy
45,179
+4,093
+10% +$304K 0.02% 321
2025
Q4 		$3.04M Buy
41,086
+1,501
+4% +$112K 0.02% 338
2025
Q3 		$2.94M Buy
39,585
+6,855
+21% +$505K 0.02% 337
2025
Q2 		$2.41M Sell
32,730
-4,186
-11% -$304K 0.02% 339
2025
Q1 		$2.71M Buy
36,916
+31,231
+549% +$2.27M 0.02% 323
2024
Q4 		$409K Sell
5,685
-999
-15% -$73K ﹤0.01% 692
2024
Q3 		$502K Sell
6,684
-22,501
-77% -$1.67M 0.01% 581
2024
Q2 		$2.1M Sell
29,185
-862
-3% -$61.7K 0.02% 255
2024
Q1 		$2.18M Buy
30,047
+160
+0.5% +$11.6K 0.03% 230
2023
Q4 		$2.2M Sell
29,887
-1,496
-5% -$106K 0.03% 208
2023
Q3 		$2.19M Buy
31,383
+1,014
+3% +$72.4K 0.04% 198
2023
Q2 		$2.21M Sell
30,369
-13,532
-31% -$991K 0.04% 192
2023
Q1 		$3.24M Buy
43,901
+4,060
+10% +$297K 0.06% 153
2022
Q4 		$2.86M Buy
39,841
+1,339
+3% +$95.9K 0.05% 162
2022
Q3 		$2.75M Sell
38,502
-565
-1% -$42.3K 0.06% 147
2022
Q2 		$2.94M Sell
39,067
-3,786
-9% -$288K 0.06% 144
2022
Q1 		$3.41M Sell
42,853
-103,159
-71% -$8.43M 0.06% 135
2021
Q4 		$12.4M Buy
+146,012
New +$12.4M 0.25% 37

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HB Wealth Management's BND Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Total Bond Market (BND) stake by 219% in Q2 2026, buying an estimated $7.25M and bringing the position to 144,025 shares worth $10.6M. The position accounts for 0.06% of the portfolio, ranked #161.

HB Wealth Management first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.4M in Q4 2021. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • HB Wealth Management held 144,025 shares of Vanguard Total Bond Market worth $10.6M as of Q2 2026.
  • HB Wealth Management bought 98,846 Vanguard Total Bond Market shares in Q2 2026, an estimated $7.25M.
  • Vanguard Total Bond Market made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #161 holding.
  • HB Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard Total Bond Market position peaked at $12.4M in Q4 2021.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.