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Holos Integrated Wealth’s Vanguard Total Bond Market BND Stock Holding History

Holos Integrated Wealth’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 		$4.08K Hold
56
– – ﹤0.01% 312
2026
Q1 		$4.12K Hold
56
– – ﹤0.01% 310
2025
Q4 		$4.15K Hold
56
– – ﹤0.01% 249
2025
Q3 		$4.17K Hold
56
– – ﹤0.01% 239
2025
Q2 		$4.11K Hold
56
– – ﹤0.01% 241
2025
Q1 		$4.11K Hold
56
– – ﹤0.01% 241
2024
Q4 		$4.03K Buy
+56
New +$4.09K ﹤0.01% 245

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

Holos Integrated Wealth's BND Position: Q2 2026 in Review

Holos Integrated Wealth held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 56 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Holos Integrated Wealth first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.17K in Q3 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Holos Integrated Wealth held 56 shares of Vanguard Total Bond Market worth $4.08K as of Q2 2026.
  • Holos Integrated Wealth left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #312 holding.
  • Holos Integrated Wealth first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Vanguard Total Bond Market position peaked at $4.17K in Q3 2025.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.