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

Liberty 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
Q2 		$549K Hold
7,453
– – 0.07% 137
2026
Q1 		$549K Buy
7,453
+2,371
+47% +$176K 0.07% 137
2025
Q4 		$377K Sell
5,082
-203
-4% -$15.1K 0.05% 164
2025
Q3 		$393K Buy
5,285
+1,112
+27% +$81.9K 0.06% 151
2025
Q2 		$307K Sell
4,173
-275
-6% -$20K 0.05% 168
2025
Q1 		$326K Sell
4,448
-308
-6% -$22.4K 0.06% 115
2024
Q4 		$343K Sell
4,756
-1,418
-23% -$104K 0.06% 151
2024
Q3 		$458K Sell
6,174
-46,177
-88% -$3.42M 0.08% 122
2024
Q2 		$606K Buy
52,351
+43,515
+492% +$3.12M 0.11% 104
2024
Q1 		$644K Sell
8,836
-84,856
-91% -$6.16M 0.13% 92
2023
Q4 		$516K Buy
93,692
+85,232
+1,007% +$6.02M 0.11% 96
2023
Q3 		$596K Buy
8,460
+1,008
+14% +$72K 0.15% 84
2023
Q2 		$405K Sell
7,452
-7,400
-50% -$542K 0.1% 113
2023
Q1 		$1.09M Buy
+14,852
New +$1.09M 0.22% 66
2022
Q3 		$517K Buy
7,272
+136
+2% +$10.2K 0.14% 80
2022
Q2 		$540K Sell
7,136
-31
-0.4% -$2.36K 0.22% 78
2022
Q1 		$561K Buy
7,167
+3,982
+125% +$325K 0.2% 71
2021
Q4 		$270M Sell
3,185
-9,319
-75% -$794K 11.73% 2
2021
Q3 		$1.07M Buy
12,504
+8,746
+233% +$755K 0.38% 43
2021
Q2 		$323K Buy
3,758
+1,034
+38% +$88.2K 0.13% 92
2021
Q1 		$237K Hold
2,724
– – 0.12% 95
2020
Q4 		$237K Buy
2,724
+140
+5% +$12.3K 0.12% 94
2020
Q3 		$228K Buy
2,584
+134
+5% +$11.9K 0.13% 84
2020
Q2 		$221K Sell
2,450
-46
-2% -$4.02K 0.16% 87
2020
Q1 		$213K Buy
2,496
+97
+4% +$8.24K 0.19% 83
2019
Q4 		$201K Buy
2,399
+674
+39% +$56.7K 0.16% 103
2019
Q3 		$146K Hold
1,725
– – 0.14% 112
2019
Q2 		$143K Hold
1,725
– – 0.13% 131
2019
Q1 		$140K Sell
1,725
-82
-5% -$6.55K 0.11% 109
2018
Q4 		$143K Buy
+1,807
New +$141K 0.11% 105

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

Liberty Wealth Management's BND Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 7,453 shares worth $549K. The position accounts for 0.07% of the portfolio, ranked #137.

Liberty Wealth Management first reported a position in BND in Q4 2018 and has held it in 30 quarters since. The position peaked at $270M in Q4 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Liberty Wealth Management held 7,453 shares of Vanguard Total Bond Market worth $549K as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.07% of Liberty Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Liberty Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Vanguard Total Bond Market position peaked at $270M in Q4 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.