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Institute for Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Institute for Wealth Management’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 		$456K Sell
6,213
-1,039
-14% -$76.2K 0.04% 345
2026
Q1 		$534K Sell
7,252
-260
-3% -$19.3K 0.06% 306
2025
Q4 		$556K Sell
7,512
-822
-10% -$61.2K 0.06% 289
2025
Q3 		$620K Sell
8,334
-2,656
-24% -$196K 0.06% 277
2025
Q2 		$809K Buy
10,990
+400
+4% +$29.1K 0.09% 236
2025
Q1 		$778K Sell
10,590
-27
-0.3% -$1.96K 0.1% 230
2024
Q4 		$763K Sell
10,617
-691
-6% -$50.5K 0.1% 219
2024
Q3 		$849K Sell
11,308
-105
-0.9% -$7.77K 0.11% 208
2024
Q2 		$822K Sell
11,413
-914
-7% -$65.5K 0.11% 198
2024
Q1 		$895K Sell
12,327
-1,967
-14% -$143K 0.12% 181
2023
Q4 		$1.05M Sell
14,294
-228
-2% -$16.1K 0.17% 145
2023
Q3 		$1.01M Sell
14,522
-42
-0.3% -$3K 0.18% 135
2023
Q2 		$1.06M Sell
14,564
-2,478
-15% -$182K 0.18% 135
2023
Q1 		$1.26M Sell
17,042
-808
-5% -$59.1K 0.24% 112
2022
Q4 		$1.28M Sell
17,850
-1,288
-7% -$92.3K 0.27% 100
2022
Q3 		$1.36M Sell
19,138
-1,836
-9% -$137K 0.31% 90
2022
Q2 		$1.58M Sell
20,974
-83
-0.4% -$6.32K 0.31% 83
2022
Q1 		$1.68M Sell
21,057
-274
-1% -$22.4K 0.27% 93
2021
Q4 		$1.81M Sell
21,331
-2,134
-9% -$182K 0.29% 81
2021
Q3 		$2M Sell
23,465
-345
-1% -$29.8K 0.35% 69
2021
Q2 		$2.04M Sell
23,810
-210
-0.9% -$17.9K 0.36% 68
2021
Q1 		$2.04M Sell
24,020
-2,147
-8% -$185K 0.39% 65
2020
Q4 		$2.31M Sell
26,167
-1,008
-4% -$88.7K 0.46% 49
2020
Q3 		$2.4M Sell
27,175
-712
-3% -$63.1K 0.55% 36
2020
Q2 		$2.46M Sell
27,887
-4,187
-13% -$366K 0.6% 29
2020
Q1 		$2.74M Sell
32,074
-4,133
-11% -$351K 0.84% 22
2019
Q4 		$3.04M Sell
36,207
-769
-2% -$64.7K 0.69% 25
2019
Q3 		$3.12M Buy
36,976
+1,832
+5% +$154K 0.79% 22
2019
Q2 		$2.92M Sell
35,144
-5,214
-13% -$425K 0.65% 23
2019
Q1 		$3.28M Buy
+40,358
New +$3.22M 0.71% 23
2018
Q2 		– Sell
-7,091
Closed -$562K – 219
2018
Q1 		$562K Buy
7,091
+1,703
+32% +$136K 0.17% 179
2017
Q4 		$440K Sell
5,388
-34
-0.6% -$2.78K 0.1% 245
2017
Q3 		$444K Sell
5,422
-4,884
-47% -$401K 0.14% 192
2017
Q2 		$846K Buy
+10,306
New +$842K 0.23% 143

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

Institute for Wealth Management's BND Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 14% in Q2 2026, selling an estimated $76.2K and leaving 6,213 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #345.

Institute for Wealth Management first reported a position in BND in Q2 2017 and has held it in 34 quarters since. The position peaked at $3.28M in Q1 2019. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Institute for Wealth Management held 6,213 shares of Vanguard Total Bond Market worth $456K as of Q2 2026.
  • Institute for Wealth Management sold 1,039 Vanguard Total Bond Market shares in Q2 2026, an estimated $76.2K.
  • Vanguard Total Bond Market made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Institute for Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2017 and has held it in 34 quarters since.
  • Institute for Wealth Management's Vanguard Total Bond Market position peaked at $3.28M in Q1 2019.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.