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

Level 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 Q3	$37.9M	Sell	540,656 -25,167	-4%	-$1.81M	14.47%	2
2026 Q2	$41.5M	Buy	565,823 +75,820	+15%	+$5.56M	16.64%	2
2026 Q1	$36.1M	Buy	490,003 +68,301	+16%	+$5.07M	16.9%	2
2025 Q4	$31.2M	Buy	421,702 +11,825	+3%	+$880K	15.97%	2
2025 Q3	$30.5M	Buy	409,877 +32,037	+8%	+$2.36M	16.05%	2
2025 Q2	$27.8M	Buy	377,840 +14,819	+4%	+$1.08M	16.18%	2
2025 Q1	$26.7M	Buy	363,021 +26,164	+8%	+$1.9M	17.45%	2
2024 Q4	$24.2M	Buy	+336,857	New	+$24.6M	17.11%	2

Other funds holding BND

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Level Wealth Management's BND Position: Q3 2026 in Review

Level Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 4.4% in Q3 2026, selling an estimated $1.81M and leaving 540,656 shares worth $37.9M. The position accounts for 14.47% of the portfolio, ranked #2.

Level Wealth Management first reported a position in BND in Q4 2024 and has held it in 8 quarters since. The position peaked at $41.5M in Q2 2026. 626 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Level Wealth Management held 540,656 shares of Vanguard Total Bond Market worth $37.9M as of Q3 2026.
Level Wealth Management sold 25,167 Vanguard Total Bond Market shares in Q3 2026, an estimated $1.81M.
Vanguard Total Bond Market made up 14.47% of Level Wealth Management's portfolio in Q3 2026, its #2 holding.
Level Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
Level Wealth Management's Vanguard Total Bond Market position peaked at $41.5M in Q2 2026.
626 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.