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Lockerman Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Lockerman Financial Group’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
-2,921
Closed -$215K – 92
2026
Q1 		$215K Sell
2,921
-71
-2% -$5.27K 0.39% 82
2025
Q4 		$222K Sell
2,992
-391
-12% -$29.1K 0.43% 75
2025
Q3 		$252K Sell
3,383
-142
-4% -$10.5K 0.32% 105
2025
Q2 		$260K Sell
3,525
-209
-6% -$15.2K 0.35% 104
2025
Q1 		$274K Sell
3,734
-5,211
-58% -$378K 0.41% 82
2024
Q4 		$643K Buy
8,945
+398
+5% +$29.1K 1.09% 28
2024
Q3 		$642K Buy
8,547
+48
+0.6% +$3.55K 1.09% 28
2024
Q2 		$612K Sell
8,499
-231
-3% -$16.5K 1.11% 27
2024
Q1 		$634K Buy
8,730
+224
+3% +$16.3K 1.21% 22
2023
Q4 		$626K Buy
8,506
+740
+10% +$52.2K 1.45% 17
2023
Q3 		$542K Sell
7,766
-580
-7% -$41.4K 1.46% 17
2023
Q2 		$607K Buy
8,346
+85
+1% +$6.23K 1.69% 16
2023
Q1 		$610K Buy
8,261
+4
+0% +$293 1.68% 17
2022
Q4 		$593K Hold
8,257
– – 1.73% 17
2022
Q3 		$589K Buy
8,257
+2,828
+52% +$212K 1.7% 16
2022
Q2 		$407K Buy
5,429
+1,353
+33% +$103K 1.3% 21
2022
Q1 		$324K Buy
4,076
+249
+7% +$20.3K 0.88% 28
2021
Q4 		$324K Buy
+3,827
New +$326K 0.85% 33

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
Savant Capital
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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Lockerman Financial Group's BND Position: Q2 2026 in Review

Lockerman Financial Group sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 2,921 shares — an estimated $215K sold.

Lockerman Financial Group first reported a position in BND in Q4 2021 and held it in 18 quarters. The position peaked at $643K in Q4 2024. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Lockerman Financial Group reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Lockerman Financial Group sold 2,921 Vanguard Total Bond Market shares in Q2 2026, an estimated $215K.
  • Lockerman Financial Group first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 18 quarters.
  • Lockerman Financial Group's Vanguard Total Bond Market position peaked at $643K in Q4 2024.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.