IAAG
BND icon

Innovative Asset Advisors Group’s Vanguard Total Bond Market BND Stock Holding History

Innovative Asset Advisors 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 		$84.9K Sell
1,156
-41
-3% -$3.01K 0.04% 239
2026
Q1 		$88.2K Buy
+1,197
New +$88.8K 0.05% 229

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

Innovative Asset Advisors Group's BND Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Vanguard Total Bond Market (BND) stake by 3.4% in Q2 2026, selling an estimated $3.01K and leaving 1,156 shares worth $84.9K. The position accounts for 0.04% of the portfolio, ranked #239.

Innovative Asset Advisors Group first reported a position in BND in Q1 2026 and has held it in 2 quarters since. The position peaked at $88.2K in Q1 2026. 1,764 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Innovative Asset Advisors Group held 1,156 shares of Vanguard Total Bond Market worth $84.9K as of Q2 2026.
  • Innovative Asset Advisors Group sold 41 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.01K.
  • Vanguard Total Bond Market made up 0.04% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #239 holding.
  • Innovative Asset Advisors Group first reported a position in Vanguard Total Bond Market in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Vanguard Total Bond Market position peaked at $88.2K in Q1 2026.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.