JGP Wealth Management
BND icon

JGP Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

JGP Wealth Management’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
Q3 		– Sell
-2,937
Closed -$216K – 245
2026
Q2 		$216K Hold
2,937
– – 0.02% 221
2026
Q1 		$216K Sell
2,937
-1,077
-27% -$79.9K 0.02% 214
2025
Q4 		$297K Sell
4,014
-50
-1% -$3.72K 0.03% 189
2025
Q3 		$302K Buy
4,064
+6
+0.1% +$442 0.03% 167
2025
Q2 		$299K Buy
+4,058
New +$295K 0.04% 169

Other funds holding BND

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

JGP Wealth Management's BND Position: Q3 2026 in Review

JGP Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2026, closing a stake of 2,937 shares — an estimated $216K sold.

JGP Wealth Management first reported a position in BND in Q2 2025 and held it in 5 quarters. The position peaked at $302K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • JGP Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2026 after selling out during the quarter.
  • JGP Wealth Management sold 2,937 Vanguard Total Bond Market shares in Q3 2026, an estimated $216K.
  • JGP Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2025 and held it in 5 quarters.
  • JGP Wealth Management's Vanguard Total Bond Market position peaked at $302K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.