IFG
BND icon

Independent Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Independent Financial Group’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 		$15M Sell
204,210
-149,079
-42% -$10.9M 0.28% 61
2026
Q1 		$26M Buy
353,289
+184,345
+109% +$13.7M 0.58% 25
2025
Q4 		$12.5M Buy
168,944
+43,913
+35% +$3.27M 0.28% 62
2025
Q3 		$9.3M Buy
125,031
+45,346
+57% +$3.34M 0.22% 80
2025
Q2 		$5.87M Sell
79,685
-62,101
-44% -$4.52M 0.16% 123
2025
Q1 		$10.4M Buy
141,786
+93,660
+195% +$6.8M 0.36% 47
2024
Q4 		$3.46M Buy
48,126
+3,425
+8% +$250K 0.12% 173
2024
Q3 		$3.36M Buy
44,701
+6,968
+18% +$516K 0.12% 158
2024
Q2 		$2.72M Buy
37,733
+3,564
+10% +$255K 0.11% 175
2024
Q1 		$2.48M Buy
34,169
+7,928
+30% +$575K 0.11% 175
2023
Q4 		$1.93M Buy
26,241
+2,053
+8% +$145K 0.1% 214
2023
Q3 		$1.69M Sell
24,188
-2,497
-9% -$178K 0.11% 208
2023
Q2 		$1.94M Buy
26,685
+3,377
+14% +$247K 0.13% 169
2023
Q1 		$1.72M Buy
23,308
+5,107
+28% +$374K 0.14% 168
2022
Q4 		$1.31M Buy
18,201
+350
+2% +$25.1K 0.11% 187
2022
Q3 		$1.27M Buy
17,851
+3,122
+21% +$234K 0.12% 180
2022
Q2 		$1.11M Sell
14,729
-1,320
-8% -$100K 0.12% 204
2022
Q1 		$1.28M Sell
16,049
-2,709
-14% -$221K 0.1% 192
2021
Q4 		$1.59M Buy
18,758
+1,459
+8% +$124K 0.13% 154
2021
Q3 		$1.48M Sell
17,299
-421
-2% -$36.3K 0.15% 136
2021
Q2 		$1.52M Sell
17,720
-5,888
-25% -$502K 0.16% 143
2021
Q1 		$2M Sell
23,608
-6,714
-22% -$579K 0.26% 95
2020
Q4 		$2.67M Buy
30,322
+5,339
+21% +$470K 0.39% 47
2020
Q3 		$2.2M Buy
24,983
+3,369
+16% +$299K 0.41% 47
2020
Q2 		$1.91M Buy
21,614
+1,474
+7% +$129K 0.42% 49
2020
Q1 		$1.72M Buy
+20,140
New +$1.71M 0.51% 38

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Financial Group's BND Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Total Bond Market (BND) stake by 42% in Q2 2026, selling an estimated $10.9M and leaving 204,210 shares worth $15M. The position accounts for 0.28% of the portfolio, ranked #61.

Independent Financial Group first reported a position in BND in Q1 2020 and has held it in 26 quarters since. The position peaked at $26M in Q1 2026. 1,764 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Independent Financial Group held 204,210 shares of Vanguard Total Bond Market worth $15M as of Q2 2026.
  • Independent Financial Group sold 149,079 Vanguard Total Bond Market shares in Q2 2026, an estimated $10.9M.
  • Vanguard Total Bond Market made up 0.28% of Independent Financial Group's portfolio in Q2 2026, its #61 holding.
  • Independent Financial Group first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Vanguard Total Bond Market position peaked at $26M in Q1 2026.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.