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Leeward Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Leeward Financial Partners’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 		$4.2M Buy
57,230
+5,232
+10% +$384K 1.1% 34
2026
Q1 		$3.83M Sell
51,998
-846
-2% -$62.8K 1.14% 32
2025
Q4 		$3.91M Sell
52,844
-1,021
-2% -$76K 1.1% 34
2025
Q3 		$4.01M Buy
53,865
+1,344
+3% +$99K 1.14% 31
2025
Q2 		$3.87M Buy
52,521
+3,014
+6% +$219K 1.23% 26
2025
Q1 		$3.64M Buy
49,507
+7,860
+19% +$570K 1.36% 25
2024
Q4 		$2.99M Buy
41,647
+5,833
+16% +$426K 1.07% 33
2024
Q3 		$2.69M Buy
35,814
+85
+0.2% +$6.29K 1.01% 34
2024
Q2 		$2.57M Buy
35,729
+2,406
+7% +$172K 1.05% 31
2024
Q1 		$2.42M Buy
33,323
+401
+1% +$29.1K 1.02% 33
2023
Q4 		$2.42M Sell
32,922
-2,054
-6% -$145K 1.17% 31
2023
Q3 		$2.44M Sell
34,976
-1,340
-4% -$95.7K 1.35% 27
2023
Q2 		$2.64M Sell
36,316
-11,714
-24% -$858K 1.52% 21
2023
Q1 		$3.55M Sell
48,030
-17,742
-27% -$1.3M 2.17% 16
2022
Q4 		$4.73M Buy
65,772
+17,363
+36% +$1.24M 3.26% 9
2022
Q3 		$3.45M Buy
48,409
+824
+2% +$61.7K 2.48% 16
2022
Q2 		$3.58M Sell
47,585
-9,630
-17% -$733K 2.46% 15
2022
Q1 		$4.55M Sell
57,215
-250
-0.4% -$20.4K 2.81% 12
2021
Q4 		$4.87M Buy
+57,465
New +$4.89M 3.04% 9

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Leeward Financial Partners's BND Position: Q2 2026 in Review

Leeward Financial Partners increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, buying an estimated $384K and bringing the position to 57,230 shares worth $4.2M. The position accounts for 1.1% of the portfolio, ranked #34.

Leeward Financial Partners first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.87M in Q4 2021. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Leeward Financial Partners held 57,230 shares of Vanguard Total Bond Market worth $4.2M as of Q2 2026.
  • Leeward Financial Partners bought 5,232 Vanguard Total Bond Market shares in Q2 2026, an estimated $384K.
  • Vanguard Total Bond Market made up 1.1% of Leeward Financial Partners's portfolio in Q2 2026, its #34 holding.
  • Leeward Financial Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Leeward Financial Partners's Vanguard Total Bond Market position peaked at $4.87M in Q4 2021.
  • 1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.