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Jackson Grant Investment Advisers’s Vanguard Total Bond Market BND Stock Holding History

Jackson Grant Investment Advisers’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 		$9.18K Sell
125
-12,270
-99% -$900K ﹤0.01% 320
2026
Q1 		$913K Buy
12,395
+4,111
+50% +$305K 0.3% 51
2025
Q4 		$614K Buy
8,284
+2,890
+54% +$215K 0.2% 70
2025
Q3 		$401K Buy
5,394
+52
+1% +$3.83K 0.13% 83
2025
Q2 		$393K Buy
5,342
+144
+3% +$10.5K 0.14% 80
2025
Q1 		$382K Buy
5,198
+32
+0.6% +$2.32K 0.15% 77
2024
Q4 		$371K Buy
5,166
+64
+1% +$4.68K 0.14% 76
2024
Q3 		$383K Buy
5,102
+46
+0.9% +$3.4K 0.14% 76
2024
Q2 		$364K Buy
5,056
+2
+0% +$143 0.15% 76
2024
Q1 		$367K Buy
5,054
+7
+0.1% +$508 0.15% 76
2023
Q4 		$371K Buy
5,047
+57
+1% +$4.02K 0.16% 71
2023
Q3 		$348K Sell
4,990
-87
-2% -$6.21K 0.17% 73
2023
Q2 		$369K Buy
5,077
+2,535
+100% +$186K 0.17% 73
2023
Q1 		$188K Sell
2,542
-10
-0.4% -$732 0.09% 105
2022
Q4 		$183K Sell
2,552
-412
-14% -$29.5K 0.09% 101
2022
Q3 		$211K Buy
2,964
+409
+16% +$30.6K 0.11% 91
2022
Q2 		$192K Sell
2,555
-12
-0.5% -$913 0.1% 100
2022
Q1 		$204K Buy
+2,567
New +$210K 0.09% 106
2021
Q4 		– Sell
-2,593
Closed -$222K – 285
2021
Q3 		$222K Hold
2,593
– – 0.1% 96
2021
Q2 		$223K Hold
2,593
– – 0.1% 97
2021
Q1 		$220K Buy
+2,593
New +$224K 0.1% 95
2020
Q1 		– Sell
-495
Closed -$42K – 218
2019
Q4 		$42K Buy
495
+4
+0.8% +$336 0.02% 155
2019
Q3 		$41K Buy
491
+4
+0.8% +$335 0.02% 159
2019
Q2 		$40K Buy
487
+3
+0.6% +$244 0.02% 159
2019
Q1 		$39K Buy
484
+4
+0.8% +$319 0.02% 156
2018
Q4 		$38K Buy
480
+3
+0.6% +$235 0.03% 156
2018
Q3 		$38K Buy
477
+3
+0.6% +$237 0.02% 159
2018
Q2 		$38K Buy
474
+4
+0.9% +$316 0.03% 163
2018
Q1 		$38K Buy
470
+3
+0.6% +$240 0.03% 159
2017
Q4 		$38K Hold
467
– – 0.03% 159
2017
Q3 		$38K Buy
+467
New +$38.3K 0.03% 158

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Jackson Grant Investment Advisers's BND Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Vanguard Total Bond Market (BND) stake by 99% in Q2 2026, selling an estimated $900K and leaving 125 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Jackson Grant Investment Advisers first reported a position in BND in Q3 2017 and has held it in 31 quarters since. The position peaked at $913K in Q1 2026. 916 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Jackson Grant Investment Advisers held 125 shares of Vanguard Total Bond Market worth $9.18K as of Q2 2026.
  • Jackson Grant Investment Advisers sold 12,270 Vanguard Total Bond Market shares in Q2 2026, an estimated $900K.
  • Vanguard Total Bond Market made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #320 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Total Bond Market in Q3 2017 and has held it in 31 quarters since.
  • Jackson Grant Investment Advisers's Vanguard Total Bond Market position peaked at $913K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.