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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

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 635 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.
  • 635 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.