Life Planning Partners’s Vanguard Total Bond Market BND Stock Holding History

Life Planning 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	$1.1M	Sell	15,039 -638	-4%	-$46.8K	0.82%	31
2026 Q1	$1.15M	Buy	15,677 +1	+0%	+$74	0.88%	29
2025 Q4	$1.16M	Sell	15,676 -636	-4%	-$47.3K	0.89%	30
2025 Q3	$1.21M	Buy	16,312 +681	+4%	+$50.1K	0.89%	29
2025 Q2	$1.15M	Sell	15,631 -244	-2%	-$17.7K	0.92%	29
2025 Q1	$1.17M	Sell	15,875 -1,890	-11%	-$137K	1.06%	25
2024 Q4	$1.28M	Sell	17,765 -1,444	-8%	-$106K	1.18%	20
2024 Q3	$1.44M	Buy	19,209 +406	+2%	+$30K	1.29%	19
2024 Q2	$1.35M	Buy	18,803 +1,833	+11%	+$131K	1.23%	20
2024 Q1	$1.23M	Buy	16,970 +1,460	+9%	+$106K	1.23%	21
2023 Q4	$1.14M	Buy	+15,510	New	+$1.1M	1.12%	22
2022 Q3	$1.06M	Buy	14,821 +738	+5%	+$55.2K	1.21%	22
2022 Q2	$1.06M	Buy	14,083 +1,184	+9%	+$90.1K	1.19%	22
2022 Q1	$1.03M	Buy	12,899 +307	+2%	+$25.1K	1.05%	23
2021 Q4	$1.07M	Buy	+12,592	New	+$1.07M	1.07%	23

Other funds holding BND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Life Planning Partners's BND Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Total Bond Market (BND) stake by 4.1% in Q2 2026, selling an estimated $46.8K and leaving 15,039 shares worth $1.1M. The position accounts for 0.82% of the portfolio, ranked #31.

Life Planning Partners first reported a position in BND in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.44M in Q3 2024. 1,112 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Life Planning Partners held 15,039 shares of Vanguard Total Bond Market worth $1.1M as of Q2 2026.
Life Planning Partners sold 638 Vanguard Total Bond Market shares in Q2 2026, an estimated $46.8K.
Vanguard Total Bond Market made up 0.82% of Life Planning Partners's portfolio in Q2 2026, its #31 holding.
Life Planning Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Vanguard Total Bond Market position peaked at $1.44M in Q3 2024.
1,112 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.