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JFS Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

JFS Wealth Advisors’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 		$19.7M Buy
268,922
+2,937
+1% +$216K 0.98% 22
2026
Q1 		$19.6M Buy
265,985
+5,551
+2% +$412K 1.1% 21
2025
Q4 		$19.3M Buy
260,434
+106
+0% +$7.89K 1.09% 21
2025
Q3 		$19.4M Buy
260,328
+2,059
+0.8% +$152K 1.13% 21
2025
Q2 		$19M Buy
258,269
+5,994
+2% +$436K 1.21% 19
2025
Q1 		$18.5M Sell
252,275
-1,045
-0.4% -$75.8K 1.25% 18
2024
Q4 		$18.2M Buy
253,320
+7,909
+3% +$578K 1.24% 18
2024
Q3 		$18.4M Buy
245,411
+13,725
+6% +$1.02M 1.23% 19
2024
Q2 		$16.7M Buy
231,686
+7,430
+3% +$532K 1.32% 19
2024
Q1 		$16.3M Buy
224,256
+3,752
+2% +$272K 1.29% 18
2023
Q4 		$16.2M Buy
220,504
+50,684
+30% +$3.58M 1.38% 19
2023
Q3 		$11.9M Sell
169,820
-2,981
-2% -$213K 1.12% 21
2023
Q2 		$12.6M Buy
172,801
+128
+0.1% +$9.38K 1.13% 22
2023
Q1 		$12.7M Buy
172,673
+448
+0.3% +$32.8K 1.2% 21
2022
Q4 		$12.4M Buy
172,225
+37,296
+28% +$2.67M 1.21% 21
2022
Q3 		$9.63M Buy
134,929
+1,742
+1% +$130K 1.06% 19
2022
Q2 		$10M Buy
133,187
+5,261
+4% +$400K 1.06% 19
2022
Q1 		$10.2M Buy
127,926
+7,523
+6% +$615K 0.96% 20
2021
Q4 		$10.2M Buy
120,403
+4,314
+4% +$367K 0.96% 21
2021
Q3 		$9.92M Sell
116,089
-4,257
-4% -$368K 1.02% 20
2021
Q2 		$10.3M Buy
120,346
+46,868
+64% +$4M 1.54% 13
2021
Q1 		$6.22M Buy
73,478
+18,264
+33% +$1.58M 1.27% 20
2020
Q4 		$4.87M Buy
55,214
+15,345
+38% +$1.35M 1.02% 24
2020
Q3 		$3.52M Buy
39,869
+10,955
+38% +$971K 0.84% 32
2020
Q2 		$2.55M Sell
28,914
-706
-2% -$61.7K 0.66% 35
2020
Q1 		$2.53M Buy
29,620
+1,688
+6% +$143K 0.76% 33
2019
Q4 		$2.34M Buy
27,932
+4
+0% +$336 0.58% 41
2019
Q3 		$2.36M Sell
27,928
-7,846
-22% -$658K 0.6% 42
2019
Q2 		$2.97M Sell
35,774
-264
-0.7% -$21.5K 0.75% 29
2019
Q1 		$2.93M Buy
36,038
+172
+0.5% +$13.7K 0.76% 28
2018
Q4 		$2.84M Buy
35,866
+29,613
+474% +$2.31M 0.76% 30
2018
Q3 		$492K Buy
6,253
+4
+0.1% +$316 0.13% 90
2018
Q2 		$495K Buy
6,249
+1,002
+19% +$79.2K 0.13% 88
2018
Q1 		$419K Hold
5,247
– – 0.11% 98
2017
Q4 		$428K Hold
5,247
– – 0.1% 100
2017
Q3 		$430K Hold
5,247
– – 0.11% 92
2017
Q2 		$429K Sell
5,247
-54
-1% -$4.41K 0.12% 84
2017
Q1 		$428K Hold
5,301
– – 0.12% 89
2016
Q4 		$428K Hold
5,301
– – 0.12% 89
2016
Q3 		$446K Hold
5,301
– – 0.13% 84
2016
Q2 		$447K Sell
5,301
-1,652
-24% -$137K 0.12% 96
2016
Q1 		$576K Hold
6,953
– – 0.17% 81
2015
Q4 		$562K Buy
+6,953
New +$566K 0.16% 83

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
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

JFS Wealth Advisors's BND Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 1.1% in Q2 2026, buying an estimated $216K and bringing the position to 268,922 shares worth $19.7M. The position accounts for 0.98% of the portfolio, ranked #22.

JFS Wealth Advisors first reported a position in BND in Q4 2015 and has held it in 43 quarters since. 847 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • JFS Wealth Advisors held 268,922 shares of Vanguard Total Bond Market worth $19.7M as of Q2 2026.
  • JFS Wealth Advisors bought 2,937 Vanguard Total Bond Market shares in Q2 2026, an estimated $216K.
  • Vanguard Total Bond Market made up 0.98% of JFS Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 43 quarters since.
  • 847 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.