I
BND icon

INVST’s Vanguard Total Bond Market BND Stock Holding History

INVST’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 		$250K Hold
3,404
– – 0.02% 319
2026
Q1 		$251K Sell
3,404
-330
-9% -$24.5K 0.03% 303
2025
Q4 		$277K Buy
3,734
+796
+27% +$59.2K 0.03% 278
2025
Q3 		$219K Sell
2,938
-712
-20% -$52.4K 0.02% 286
2025
Q2 		$269K Sell
3,650
-4,244
-54% -$309K 0.03% 269
2025
Q1 		$580K Buy
7,894
+4,962
+169% +$360K 0.08% 207
2024
Q4 		$211K Sell
2,932
-1,324
-31% -$96.8K 0.03% 237
2024
Q3 		$320K Sell
4,256
-2,088
-33% -$155K 0.04% 198
2024
Q2 		$453K Buy
6,344
+3,014
+91% +$216K 0.05% 180
2024
Q1 		$239K Buy
+3,330
New +$242K 0.03% 210

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

INVST's BND Position: Q2 2026 in Review

INVST held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 3,404 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #319.

INVST first reported a position in BND in Q1 2024 and has held it in 10 quarters since. The position peaked at $580K in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • INVST held 3,404 shares of Vanguard Total Bond Market worth $250K as of Q2 2026.
  • INVST left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.02% of INVST's portfolio in Q2 2026, its #319 holding.
  • INVST first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 10 quarters since.
  • INVST's Vanguard Total Bond Market position peaked at $580K in Q1 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.