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HBK Sorce Advisory’s Vanguard Total Bond Market BND Stock Holding History

HBK Sorce Advisory’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 		$5.64M Buy
77,886
+4,765
+7% +$350K 0.11% 72
2026
Q1 		$5.38M Buy
73,121
+4,023
+6% +$298K 0.11% 69
2025
Q4 		$5.13M Sell
69,098
-1,363
-2% -$101K 0.12% 74
2025
Q3 		$5.26M Buy
70,461
+787
+1% +$57.9K 0.13% 70
2025
Q2 		$5.13M Buy
69,674
+1,085
+2% +$78.9K 0.14% 68
2025
Q1 		$5.04M Sell
68,589
-804
-1% -$58.3K 0.15% 65
2024
Q4 		$4.99M Buy
69,393
+41,855
+152% +$3.06M 0.15% 67
2024
Q3 		$2.07M Sell
27,538
-87
-0.3% -$6.44K 0.06% 136
2024
Q2 		$1.99M Buy
27,625
+7,427
+37% +$532K 0.07% 134
2024
Q1 		$1.47M Sell
20,198
-28,214
-58% -$2.05M 0.05% 170
2023
Q4 		$3.56M Buy
48,412
+44,003
+998% +$3.11M 0.14% 76
2023
Q3 		$308K Buy
4,409
+279
+7% +$19.9K 0.01% 412
2023
Q2 		$300K Buy
4,130
+168
+4% +$12.3K 0.01% 441
2023
Q1 		$292K Sell
3,962
-3,602
-48% -$264K 0.01% 441
2022
Q4 		$543K Buy
7,564
+4,304
+132% +$308K 0.01% 395
2022
Q3 		$233K Sell
3,260
-223
-6% -$16.7K 0.02% 420
2022
Q2 		$262K Sell
3,483
-1,858
-35% -$141K 0.02% 370
2022
Q1 		$425K Buy
5,341
+2,223
+71% +$182K 0.02% 326
2021
Q4 		$264K Sell
3,118
-281
-8% -$23.9K 0.01% 486
2021
Q3 		$290K Buy
3,399
+100
+3% +$8.63K 0.02% 449
2021
Q2 		$283K Sell
3,299
-326
-9% -$27.8K 0.02% 463
2021
Q1 		$307K Buy
3,625
+734
+25% +$63.3K 0.02% 398
2020
Q4 		$255K Buy
2,891
+218
+8% +$19.2K 0.02% 417
2020
Q3 		$236K Buy
2,673
+196
+8% +$17.4K 0.02% 387
2020
Q2 		$219K Sell
2,477
-448
-15% -$39.2K 0.02% 388
2020
Q1 		$250K Buy
2,925
+432
+17% +$36.7K 0.02% 323
2019
Q4 		$209K Buy
+2,493
New +$210K 0.02% 405

Other funds holding BND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

HBK Sorce Advisory's BND Position: Q2 2026 in Review

HBK Sorce Advisory increased its Vanguard Total Bond Market (BND) stake by 6.5% in Q2 2026, buying an estimated $350K and bringing the position to 77,886 shares worth $5.64M. The position accounts for 0.11% of the portfolio, ranked #72.

HBK Sorce Advisory first reported a position in BND in Q4 2019 and has held it in 27 quarters since. 1,269 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • HBK Sorce Advisory held 77,886 shares of Vanguard Total Bond Market worth $5.64M as of Q2 2026.
  • HBK Sorce Advisory bought 4,765 Vanguard Total Bond Market shares in Q2 2026, an estimated $350K.
  • Vanguard Total Bond Market made up 0.11% of HBK Sorce Advisory's portfolio in Q2 2026, its #72 holding.
  • HBK Sorce Advisory first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.