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HM Payson & Co’s Vanguard Total Bond Market BND Stock Holding History

HM Payson & Co’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 		$367K Sell
5,001
-335
-6% -$24.6K ﹤0.01% 343
2026
Q1 		$393K Sell
5,336
-400
-7% -$29.7K 0.01% 326
2025
Q4 		$425K Sell
5,736
-305
-5% -$22.7K 0.01% 313
2025
Q3 		$449K Sell
6,041
-272
-4% -$20K 0.01% 304
2025
Q2 		$465K Sell
6,313
-6,672
-51% -$485K 0.01% 292
2025
Q1 		$954K Sell
12,985
-1,834
-12% -$133K 0.02% 219
2024
Q4 		$1.07M Buy
14,819
+1,719
+13% +$126K 0.02% 207
2024
Q3 		$984K Sell
13,100
-400
-3% -$29.6K 0.02% 218
2024
Q2 		$973K Sell
13,500
-312
-2% -$22.3K 0.02% 209
2024
Q1 		$1M Sell
13,812
-752
-5% -$54.6K 0.02% 205
2023
Q4 		$1.07M Buy
14,564
+570
+4% +$40.2K 0.02% 196
2023
Q3 		$977K Buy
+13,994
New +$999K 0.02% 196
2023
Q2 		– Sell
-671
Closed -$49.5K – 1007
2023
Q1 		$49.5K Sell
671
-4,328
-87% -$317K ﹤0.01% 566
2022
Q4 		$359K Buy
4,999
+4,823
+2,740% +$345K 0.01% 289
2022
Q3 		$13K Sell
176
-3,789
-96% -$284K ﹤0.01% 759
2022
Q2 		$298K Buy
+3,965
New +$302K 0.01% 311
2021
Q4 		– Sell
-215
Closed -$18K – 1083
2021
Q3 		$18K Buy
+215
New +$18.6K ﹤0.01% 754
2021
Q2 		– Sell
-175
Closed -$15K – 1095
2021
Q1 		$15K Buy
175
+57
+48% +$4.92K ﹤0.01% 817
2020
Q4 		$10K Buy
+118
New +$10.4K ﹤0.01% 861
2017
Q2 		– Sell
-2,982
Closed -$242K – 346
2017
Q1 		$242K Hold
2,982
– – 0.01% 300
2016
Q4 		$241K Sell
2,982
-800
-21% -$65.5K 0.01% 296
2016
Q3 		$318K Hold
3,782
– – 0.02% 254
2016
Q2 		$319K Sell
3,782
-140
-4% -$11.6K 0.02% 251
2016
Q1 		$325K Sell
3,922
-114
-3% -$9.33K 0.02% 242
2015
Q4 		$326K Hold
4,036
– – 0.02% 246
2015
Q3 		$331K Buy
+4,036
New +$329K 0.02% 240

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

HM Payson & Co's BND Position: Q2 2026 in Review

HM Payson & Co reduced its Vanguard Total Bond Market (BND) stake by 6.3% in Q2 2026, selling an estimated $24.6K and leaving 5,001 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

HM Payson & Co first reported a position in BND in Q3 2015 and has held it in 26 quarters since. The position peaked at $1.07M in Q4 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • HM Payson & Co held 5,001 shares of Vanguard Total Bond Market worth $367K as of Q2 2026.
  • HM Payson & Co sold 335 Vanguard Total Bond Market shares in Q2 2026, an estimated $24.6K.
  • Vanguard Total Bond Market made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #343 holding.
  • HM Payson & Co first reported a position in Vanguard Total Bond Market in Q3 2015 and has held it in 26 quarters since.
  • HM Payson & Co's Vanguard Total Bond Market position peaked at $1.07M in Q4 2023.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.