Leo H. Evart Inc’s Vanguard Total Bond Market BND Stock Holding History

Leo H. Evart Inc’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	$5.81M	Sell	79,078 -29,416	-27%	-$2.16M	4.58%	4
2026 Q1	$7.99M	Buy	+108,494	New	+$8.05M	6.83%	3
2023 Q3	$5.47M	Sell	78,331 -395	-0.5%	-$28.2K	8.39%	4
2023 Q2	$5.72M	Buy	78,726 +1,143	+1%	+$83.7K	7.94%	4
2023 Q1	$5.73M	Buy	77,583 +741	+1%	+$54.2K	8.36%	4
2022 Q4	$5.52M	Sell	76,842 -5,618	-7%	-$402K	8.35%	4
2022 Q3	$5.88M	Buy	82,460 +908	+1%	+$67.9K	8.96%	3
2022 Q2	$6.14M	Buy	81,552 +437	+0.5%	+$33.3K	7.46%	5
2022 Q1	$6.45M	Sell	81,115 -3,210	-4%	-$262K	6.67%	5
2021 Q4	$7.15M	Buy	+84,325	New	+$7.18M	6.96%	5

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

Leo H. Evart Inc's BND Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Vanguard Total Bond Market (BND) stake by 27% in Q2 2026, selling an estimated $2.16M and leaving 79,078 shares worth $5.81M. The position accounts for 4.58% of the portfolio, ranked #4.

Leo H. Evart Inc first reported a position in BND in Q4 2021 and has held it in 10 quarters since. The position peaked at $7.99M in Q1 2026. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Leo H. Evart Inc held 79,078 shares of Vanguard Total Bond Market worth $5.81M as of Q2 2026.
Leo H. Evart Inc sold 29,416 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.16M.
Vanguard Total Bond Market made up 4.58% of Leo H. Evart Inc's portfolio in Q2 2026, its #4 holding.
Leo H. Evart Inc first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's Vanguard Total Bond Market position peaked at $7.99M in Q1 2026.
1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.