IWN
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Independent Wealth Network’s Vanguard Total Bond Market BND Stock Holding History

Independent Wealth Network’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 		$2.35M Buy
32,045
+1,905
+6% +$140K 0.6% 33
2026
Q1 		$2.22M Buy
30,140
+5,633
+23% +$418K 0.66% 33
2025
Q4 		$1.82M Buy
24,507
+2,901
+13% +$216K 0.55% 42
2025
Q3 		$1.61M Buy
21,606
+1,124
+5% +$82.8K 0.52% 47
2025
Q2 		$1.51M Buy
20,482
+1,651
+9% +$120K 0.55% 43
2025
Q1 		$1.38M Buy
18,831
+1,680
+10% +$122K 0.55% 45
2024
Q4 		$1.23M Buy
17,151
+510
+3% +$37.3K 0.5% 48
2024
Q3 		$1.25M Sell
16,641
-1,797
-10% -$133K 0.55% 40
2024
Q2 		$1.33M Sell
18,438
-433
-2% -$31K 0.62% 41
2024
Q1 		$1.37M Buy
18,871
+353
+2% +$25.6K 0.64% 41
2023
Q4 		$1.36M Buy
18,518
+575
+3% +$40.6K 0.72% 32
2023
Q3 		$1.25M Buy
17,943
+2,455
+16% +$175K 0.77% 32
2023
Q2 		$1.13M Sell
15,488
-1,375
-8% -$101K 0.68% 34
2023
Q1 		$1.25M Sell
16,863
-285
-2% -$20.9K 0.8% 27
2022
Q4 		$1.23M Sell
17,148
-762
-4% -$54.6K 0.84% 26
2022
Q3 		$1.28M Buy
17,910
+979
+6% +$73.3K 1% 19
2022
Q2 		$1.27M Buy
16,931
+4,670
+38% +$355K 0.92% 24
2022
Q1 		$975K Sell
12,261
-22,258
-64% -$1.82M 0.62% 39
2021
Q4 		$2.93M Buy
34,519
+1,033
+3% +$88K 1.8% 11
2021
Q3 		$2.85M Buy
+33,486
New +$2.89M 1.87% 9

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

Independent Wealth Network's BND Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Total Bond Market (BND) stake by 6.3% in Q2 2026, buying an estimated $140K and bringing the position to 32,045 shares worth $2.35M. The position accounts for 0.6% of the portfolio, ranked #33.

Independent Wealth Network first reported a position in BND in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.93M in Q4 2021. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Independent Wealth Network held 32,045 shares of Vanguard Total Bond Market worth $2.35M as of Q2 2026.
  • Independent Wealth Network bought 1,905 Vanguard Total Bond Market shares in Q2 2026, an estimated $140K.
  • Vanguard Total Bond Market made up 0.6% of Independent Wealth Network's portfolio in Q2 2026, its #33 holding.
  • Independent Wealth Network first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Vanguard Total Bond Market position peaked at $2.93M in Q4 2021.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.