Liberty Square Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Liberty Square Wealth 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	$579K	Sell	7,886 -4,206	-35%	-$309K	0.14%	68
2026 Q1	$890K	Sell	12,092 -4,182	-26%	-$310K	0.25%	48
2025 Q4	$1.21M	Sell	16,274 -15,854	-49%	-$1.18M	0.34%	40
2025 Q3	$2.39M	Sell	32,128 -11,552	-26%	-$851K	0.74%	20
2025 Q2	$3.22M	Sell	43,680 -7,147	-14%	-$520K	1.11%	15
2025 Q1	$3.73M	Sell	50,827 -3,983	-7%	-$289K	1.42%	12
2024 Q4	$3.98M	Buy	+54,810	New	+$4.01M	1.45%	12

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

Liberty Square Wealth Partners's BND Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 35% in Q2 2026, selling an estimated $309K and leaving 7,886 shares worth $579K. The position accounts for 0.14% of the portfolio, ranked #68.

Liberty Square Wealth Partners first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.98M in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Liberty Square Wealth Partners held 7,886 shares of Vanguard Total Bond Market worth $579K as of Q2 2026.
Liberty Square Wealth Partners sold 4,206 Vanguard Total Bond Market shares in Q2 2026, an estimated $309K.
Vanguard Total Bond Market made up 0.14% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #68 holding.
Liberty Square Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Vanguard Total Bond Market position peaked at $3.98M in Q4 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.