LifeGoal Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

LifeGoal Wealth Advisors’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	$8.63M	Sell	117,536 -17,177	-13%	-$1.26M	3.95%	6
2026 Q1	$9.89M	Buy	134,713 +4,143	+3%	+$307K	5.66%	5
2025 Q4	$9.66M	Buy	130,570 +20,731	+19%	+$1.54M	6.44%	6
2025 Q3	$8.17M	Buy	109,839 +13,570	+14%	+$999K	6.78%	5
2025 Q2	$7.09M	Buy	96,269 +19,826	+26%	+$1.44M	6.74%	5
2025 Q1	$5.63M	Buy	76,443 +17,490	+30%	+$1.27M	6.08%	5
2024 Q4	$4.24M	Buy	+58,953	New	+$4.31M	4.6%	5

Other funds holding BND

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

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

LifeGoal Wealth Advisors's BND Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 13% in Q2 2026, selling an estimated $1.26M and leaving 117,536 shares worth $8.63M. The position accounts for 3.95% of the portfolio, ranked #6.

LifeGoal Wealth Advisors first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.89M in Q1 2026. 920 funds tracked by Wall St. Rank hold BND as of Q2 2026.

LifeGoal Wealth Advisors held 117,536 shares of Vanguard Total Bond Market worth $8.63M as of Q2 2026.
LifeGoal Wealth Advisors sold 17,177 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.26M.
Vanguard Total Bond Market made up 3.95% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #6 holding.
LifeGoal Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Vanguard Total Bond Market position peaked at $9.89M in Q1 2026.
920 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.