Innovative Wealth Building
BND icon

Innovative Wealth Building’s Vanguard Total Bond Market BND Stock Holding History

Innovative Wealth Building’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
Q3 		$2.25M Buy
32,059
+13,106
+69% +$945K 1.24% 18
2026
Q2 		$1.39M Buy
18,953
+13,151
+227% +$965K 0.81% 22
2026
Q1 		$427K Buy
+5,802
New +$430K 0.3% 43

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Innovative Wealth Building's BND Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard Total Bond Market (BND) stake by 69% in Q3 2026, buying an estimated $945K and bringing the position to 32,059 shares worth $2.25M. The position accounts for 1.24% of the portfolio, ranked #18.

Innovative Wealth Building first reported a position in BND in Q1 2026 and has held it in 3 quarters since. 1,661 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Innovative Wealth Building held 32,059 shares of Vanguard Total Bond Market worth $2.25M as of Q3 2026.
  • Innovative Wealth Building bought 13,106 Vanguard Total Bond Market shares in Q3 2026, an estimated $945K.
  • Vanguard Total Bond Market made up 1.24% of Innovative Wealth Building's portfolio in Q3 2026, its #18 holding.
  • Innovative Wealth Building first reported a position in Vanguard Total Bond Market in Q1 2026 and has held it in 3 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.