Joel Adams & Associates’s Vanguard Total Bond Market BND Stock Holding History

Joel Adams & Associates’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	$2.04M	Buy	27,792 +3,591	+15%	+$264K	1.31%	19
2026 Q1	$1.78M	Buy	24,201 +1,430	+6%	+$106K	1.32%	17
2025 Q4	$1.69M	Sell	22,771 -50	-0.2%	-$3.72K	1.27%	16
2025 Q3	$1.7M	Buy	22,821 +124	+0.5%	+$9.13K	1.37%	15
2025 Q2	$1.67M	Buy	22,697 +960	+4%	+$69.8K	1.48%	13
2025 Q1	$1.6M	Buy	21,737 +1,443	+7%	+$105K	1.44%	13
2024 Q4	$1.46M	Buy	+20,294	New	+$1.48M	1.33%	13

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Joel Adams & Associates's BND Position: Q2 2026 in Review

Joel Adams & Associates increased its Vanguard Total Bond Market (BND) stake by 15% in Q2 2026, buying an estimated $264K and bringing the position to 27,792 shares worth $2.04M. The position accounts for 1.31% of the portfolio, ranked #19.

Joel Adams & Associates first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Joel Adams & Associates held 27,792 shares of Vanguard Total Bond Market worth $2.04M as of Q2 2026.
Joel Adams & Associates bought 3,591 Vanguard Total Bond Market shares in Q2 2026, an estimated $264K.
Vanguard Total Bond Market made up 1.31% of Joel Adams & Associates's portfolio in Q2 2026, its #19 holding.
Joel Adams & Associates first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.