Legacy Financial Group (Iowa)’s Vanguard Total Bond Market BND Stock Holding History

Legacy Financial Group (Iowa)’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	$982K	Sell	13,378 -6,183	-32%	-$454K	0.11%	67
2026 Q1	$1.44M	Buy	19,561 +1,001	+5%	+$74.3K	0.18%	56
2025 Q4	$1.37M	Sell	18,560 -73,346	-80%	-$5.46M	0.17%	54
2025 Q3	$6.84M	Buy	91,906 +3,126	+4%	+$230K	0.89%	31
2025 Q2	$6.54M	Sell	88,780 -968	-1%	-$70.4K	0.91%	28
2025 Q1	$6.59M	Buy	89,748 +1,449	+2%	+$105K	1.01%	24
2024 Q4	$6.35M	Buy	88,299 +5,885	+7%	+$430K	1.03%	24
2024 Q3	$6.19M	Buy	82,414 +1,070	+1%	+$79.2K	1.19%	25
2024 Q2	$5.86M	Buy	81,344 +3,118	+4%	+$223K	1.15%	25
2024 Q1	$5.68M	Buy	78,226 +72,150	+1,187%	+$5.24M	1.15%	22
2023 Q4	$447K	Sell	6,076 -69,603	-92%	-$4.91M	2.03%	15
2023 Q3	$5.28M	Buy	+75,679	New	+$5.4M	1.24%	19

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

Legacy Financial Group (Iowa)'s BND Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard Total Bond Market (BND) stake by 32% in Q2 2026, selling an estimated $454K and leaving 13,378 shares worth $982K. The position accounts for 0.11% of the portfolio, ranked #67.

Legacy Financial Group (Iowa) first reported a position in BND in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.84M in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Legacy Financial Group (Iowa) held 13,378 shares of Vanguard Total Bond Market worth $982K as of Q2 2026.
Legacy Financial Group (Iowa) sold 6,183 Vanguard Total Bond Market shares in Q2 2026, an estimated $454K.
Vanguard Total Bond Market made up 0.11% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #67 holding.
Legacy Financial Group (Iowa) first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 12 quarters since.
Legacy Financial Group (Iowa)'s Vanguard Total Bond Market position peaked at $6.84M in Q3 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.