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

Lakeridge 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 Q2	$350K	Hold	4,770	–	–	0.13%	133
2026 Q1	$351K	Hold	4,770	–	–	0.15%	120
2025 Q4	$353K	Buy	4,770 +1,176	+33%	+$87.5K	0.16%	118
2025 Q3	$267K	Hold	3,594	–	–	0.12%	124
2025 Q2	$265K	Sell	3,594 -10,309	-74%	-$750K	0.12%	127
2025 Q1	$1.02M	Buy	13,903 +31	+0.2%	+$2.25K	0.51%	37
2024 Q4	$998K	Buy	13,872 +9,696	+232%	+$709K	0.52%	37
2024 Q3	$314K	Sell	4,176 -35	-0.8%	-$2.59K	0.17%	109
2024 Q2	$303K	Buy	+4,211	New	+$302K	0.18%	107

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

Lakeridge Wealth Management's BND Position: Q2 2026 in Review

Lakeridge Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 4,770 shares worth $350K. The position accounts for 0.13% of the portfolio, ranked #133.

Lakeridge Wealth Management first reported a position in BND in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Lakeridge Wealth Management held 4,770 shares of Vanguard Total Bond Market worth $350K as of Q2 2026.
Lakeridge Wealth Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.13% of Lakeridge Wealth Management's portfolio in Q2 2026, its #133 holding.
Lakeridge Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 9 quarters since.
Lakeridge Wealth Management's Vanguard Total Bond Market position peaked at $1.02M in Q1 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.