IFS
BND icon

Intelligent Financial Strategies’s Vanguard Total Bond Market BND Stock Holding History

Intelligent Financial Strategies’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 		$9.08M Buy
123,649
+242
+0.2% +$17.8K 4.37% 6
2026
Q1 		$9.09M Sell
123,407
-2,006
-2% -$149K 4.73% 6
2025
Q4 		$9.29M Sell
125,413
-2,037
-2% -$152K 4.47% 6
2025
Q3 		$9.48M Buy
127,450
+124,700
+4,535% +$9.18M 4.61% 6
2025
Q2 		$202K Hold
2,750
– – 0.11% 37
2025
Q1 		$202K Sell
2,750
-545
-17% -$39.6K 0.11% 37
2024
Q4 		$237K Sell
3,295
-180
-5% -$13.2K 0.13% 37
2024
Q3 		$261K Hold
3,475
– – 0.14% 36
2024
Q2 		$250K Hold
3,475
– – 0.15% 36
2024
Q1 		$252K Sell
3,475
-5,397
-61% -$392K 0.16% 39
2023
Q4 		$653K Buy
8,872
+48
+0.5% +$3.39K 0.46% 26
2023
Q3 		$616K Buy
8,824
+34
+0.4% +$2.43K 0.46% 27
2023
Q2 		$639K Sell
8,790
-3,189
-27% -$234K 0.47% 27
2023
Q1 		$884K Buy
+11,979
New +$877K 0.69% 23
2022
Q1 		– Sell
-26,237
Closed -$2.22M – 113
2021
Q4 		$2.22M Buy
+26,237
New +$2.23M 2% 11

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Intelligent Financial Strategies's BND Position: Q2 2026 in Review

Intelligent Financial Strategies increased its Vanguard Total Bond Market (BND) stake by 0.2% in Q2 2026, buying an estimated $17.8K and bringing the position to 123,649 shares worth $9.08M. The position accounts for 4.37% of the portfolio, ranked #6.

Intelligent Financial Strategies first reported a position in BND in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.48M in Q3 2025. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Intelligent Financial Strategies held 123,649 shares of Vanguard Total Bond Market worth $9.08M as of Q2 2026.
  • Intelligent Financial Strategies bought 242 Vanguard Total Bond Market shares in Q2 2026, an estimated $17.8K.
  • Vanguard Total Bond Market made up 4.37% of Intelligent Financial Strategies's portfolio in Q2 2026, its #6 holding.
  • Intelligent Financial Strategies first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 15 quarters since.
  • Intelligent Financial Strategies's Vanguard Total Bond Market position peaked at $9.48M in Q3 2025.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.