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Lloyd Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Lloyd Advisory Services’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 		– Sell
-796
Closed -$58.6K – 679
2026
Q1 		$58.6K Buy
+796
New +$59.1K 0.02% 251
2024
Q1 		– Sell
-20,539
Closed -$1.51M – 134
2023
Q4 		$1.51M Buy
+20,539
New +$1.45M 0.72% 31
2022
Q4 		$1.33M Buy
18,542
+3,100
+20% +$222K 0.93% 20
2022
Q3 		$1.1M Sell
15,442
-1,994
-11% -$149K 0.8% 22
2022
Q2 		$1.31M Buy
17,436
+367
+2% +$27.9K 1.02% 19
2022
Q1 		$1.36M Buy
17,069
+346
+2% +$28.3K 0.63% 26
2021
Q4 		$1.42M Buy
16,723
+114
+0.7% +$9.71K 0.65% 29
2021
Q3 		$1.42M Sell
16,609
-46,637
-74% -$4.03M 0.73% 24
2021
Q2 		$5.43M Sell
63,246
-13,093
-17% -$1.12M 2.74% 7
2021
Q1 		$6.47M Buy
+76,339
New +$6.58M 3.52% 8

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

Lloyd Advisory Services's BND Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 796 shares — an estimated $58.6K sold.

Lloyd Advisory Services first reported a position in BND in Q1 2021 and held it in 10 quarters. The position peaked at $6.47M in Q1 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 796 Vanguard Total Bond Market shares in Q2 2026, an estimated $58.6K.
  • Lloyd Advisory Services first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 10 quarters.
  • Lloyd Advisory Services's Vanguard Total Bond Market position peaked at $6.47M in Q1 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.