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Investment Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Investment Advisory 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 		$2.5M Buy
34,104
+799
+2% +$58.6K 0.54% 45
2026
Q1 		$2.45M Buy
33,305
+2,022
+6% +$150K 0.62% 40
2025
Q4 		$2.32M Buy
31,283
+1,306
+4% +$97.2K 0.6% 43
2025
Q3 		$2.23M Buy
29,977
+1,290
+4% +$95K 0.61% 43
2025
Q2 		$2.11M Buy
28,687
+3,157
+12% +$230K 0.64% 41
2025
Q1 		$1.88M Buy
25,530
+660
+3% +$47.9K 0.63% 39
2024
Q4 		$1.79M Buy
24,870
+6,373
+34% +$466K 0.6% 44
2024
Q3 		$1.39M Buy
18,497
+2,632
+17% +$195K 0.48% 51
2024
Q2 		$1.14M Buy
15,865
+312
+2% +$22.3K 0.44% 53
2024
Q1 		$1.13M Buy
15,553
+1,638
+12% +$119K 0.47% 47
2023
Q4 		$1.02M Buy
13,915
+4,123
+42% +$291K 0.47% 48
2023
Q3 		$683K Buy
9,792
+1,582
+19% +$113K 0.36% 57
2023
Q2 		$597K Buy
8,210
+434
+6% +$31.8K 0.31% 64
2023
Q1 		$574K Buy
7,776
+502
+7% +$36.7K 0.33% 66
2022
Q4 		$523K Sell
7,274
-151
-2% -$10.8K 0.32% 66
2022
Q3 		$530K Buy
7,425
+375
+5% +$28.1K 0.37% 57
2022
Q2 		$529K Buy
7,050
+1,248
+22% +$95K 0.36% 58
2022
Q1 		$462K Hold
5,802
– – 0.28% 74
2021
Q4 		$471K Buy
+5,802
New +$494K 0.3% 66

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

Investment Advisory Group's BND Position: Q2 2026 in Review

Investment Advisory Group increased its Vanguard Total Bond Market (BND) stake by 2.4% in Q2 2026, buying an estimated $58.6K and bringing the position to 34,104 shares worth $2.5M. The position accounts for 0.54% of the portfolio, ranked #45.

Investment Advisory Group first reported a position in BND in Q4 2021 and has held it in 19 quarters since. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Investment Advisory Group held 34,104 shares of Vanguard Total Bond Market worth $2.5M as of Q2 2026.
  • Investment Advisory Group bought 799 Vanguard Total Bond Market shares in Q2 2026, an estimated $58.6K.
  • Vanguard Total Bond Market made up 0.54% of Investment Advisory Group's portfolio in Q2 2026, its #45 holding.
  • Investment Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.