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

Hoese & 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 Q3	$18.8K	Sell	268 -272	-50%	-$19.6K	0.01%	141
2026 Q2	$39.6K	Hold	540	–	–	0.03%	121
2026 Q1	$39.8K	Hold	540	–	–	0.03%	100
2025 Q4	$40K	Hold	540	–	–	0.03%	104
2025 Q3	$40.2K	Hold	540	–	–	0.03%	95
2025 Q2	$39.8K	Hold	540	–	–	0.03%	107
2025 Q1	$39.7K	Hold	540	–	–	0.03%	79
2024 Q4	$38.8K	Hold	540	–	–	0.03%	84
2024 Q3	$40.6K	Hold	540	–	–	0.03%	77
2024 Q2	$38.7K	Hold	540	–	–	0.03%	73
2024 Q1	$39K	Hold	540	–	–	0.04%	74
2023 Q4	$38.6K	Hold	540	–	–	0.04%	73
2023 Q3	$37.7K	Hold	540	–	–	0.04%	76
2023 Q2	$39.3K	Buy	+540	New	+$39.6K	0.04%	82

Other funds holding BND

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Hoese & Co's BND Position: Q3 2026 in Review

Hoese & Co reduced its Vanguard Total Bond Market (BND) stake by 50% in Q3 2026, selling an estimated $19.6K and leaving 268 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #141.

Hoese & Co first reported a position in BND in Q2 2023 and has held it in 14 quarters since. The position peaked at $40.6K in Q3 2024. 626 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Hoese & Co held 268 shares of Vanguard Total Bond Market worth $18.8K as of Q3 2026.
Hoese & Co sold 272 Vanguard Total Bond Market shares in Q3 2026, an estimated $19.6K.
Vanguard Total Bond Market made up 0.01% of Hoese & Co's portfolio in Q3 2026, its #141 holding.
Hoese & Co first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 14 quarters since.
Hoese & Co's Vanguard Total Bond Market position peaked at $40.6K in Q3 2024.
626 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.