HUB Investment Partners’s Vanguard Total Bond Market BND Stock Holding History

HUB Investment Partners’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	$19.5M	Buy	265,443 +14,141	+6%	+$1.04M	0.35%	52
2026 Q1	$18.5M	Buy	251,302 +240,350	+2,195%	+$17.8M	0.44%	39
2025 Q4	$811K	Sell	10,952 -6,724	-38%	-$500K	0.02%	356
2025 Q3	$1.31M	Buy	17,676 +3,569	+25%	+$263K	0.04%	240
2025 Q2	$1.04M	Buy	14,107 +1,667	+13%	+$121K	0.03%	264
2025 Q1	$914K	Buy	12,440 +473	+4%	+$34.3K	0.04%	243
2024 Q4	$861K	Buy	11,967 +106	+0.9%	+$7.75K	0.04%	228
2024 Q3	$891K	Buy	11,861 +4,053	+52%	+$300K	0.04%	211
2024 Q2	$563K	Sell	7,808 -200	-2%	-$14.3K	0.02%	265
2024 Q1	$582K	Sell	8,008 -31	-0.4%	-$2.25K	0.03%	255
2023 Q4	$591K	Buy	+8,039	New	+$568K	0.04%	218
2023 Q2	–	Sell	-3,168	Closed	-$234K	–	258
2023 Q1	$234K	Buy	+3,168	New	+$232K	0.05%	189

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HUB Investment Partners's BND Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Total Bond Market (BND) stake by 5.6% in Q2 2026, buying an estimated $1.04M and bringing the position to 265,443 shares worth $19.5M. The position accounts for 0.35% of the portfolio, ranked #52.

HUB Investment Partners first reported a position in BND in Q1 2023 and has held it in 12 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

HUB Investment Partners held 265,443 shares of Vanguard Total Bond Market worth $19.5M as of Q2 2026.
HUB Investment Partners bought 14,141 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.04M.
Vanguard Total Bond Market made up 0.35% of HUB Investment Partners's portfolio in Q2 2026, its #52 holding.
HUB Investment Partners first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 12 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.