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

LJI 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 		$280K Sell
3,814
-4,147
-52% -$304K 0.04% 167
2026
Q1 		$586K Sell
7,961
-9,793
-55% -$727K 0.09% 87
2025
Q4 		$1.32M Buy
17,754
+14,063
+381% +$1.05M 0.2% 53
2025
Q3 		$274K Sell
3,691
-8,515
-70% -$627K 0.05% 148
2025
Q2 		$899K Buy
12,206
+1,586
+15% +$115K 0.16% 62
2025
Q1 		$780K Buy
10,620
+2,905
+38% +$211K 0.16% 59
2024
Q4 		$555K Buy
7,715
+1,602
+26% +$117K 0.11% 79
2024
Q3 		$459K Buy
6,113
+1,537
+34% +$114K 0.09% 112
2024
Q2 		$330K Buy
4,576
+311
+7% +$22.3K 0.07% 137
2024
Q1 		$310K Buy
4,265
+796
+23% +$57.8K 0.08% 114
2023
Q4 		$255K Buy
+3,469
New +$245K 0.07% 142

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

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

LJI Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 52% in Q2 2026, selling an estimated $304K and leaving 3,814 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #167.

LJI Wealth Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • LJI Wealth Management held 3,814 shares of Vanguard Total Bond Market worth $280K as of Q2 2026.
  • LJI Wealth Management sold 4,147 Vanguard Total Bond Market shares in Q2 2026, an estimated $304K.
  • Vanguard Total Bond Market made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #167 holding.
  • LJI Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • LJI Wealth Management's Vanguard Total Bond Market position peaked at $1.32M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.