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

Lodestone 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	$822K	Sell	11,198 -798	-7%	-$58.6K	0.29%	85
2026 Q1	$883K	Sell	11,996 -233	-2%	-$17.3K	0.35%	72
2025 Q4	$906K	Hold	12,229	–	–	0.37%	70
2025 Q3	$909K	Sell	12,229 -1,789	-13%	-$132K	0.41%	69
2025 Q2	$1.03M	Sell	14,018 -1,090	-7%	-$79.3K	0.5%	60
2025 Q1	$1.11M	Sell	15,108 -999	-6%	-$72.5K	0.59%	55
2024 Q4	$1.16M	Sell	16,107 -4,462	-22%	-$326K	0.58%	55
2024 Q3	$1.54M	Sell	20,569 -29,785	-59%	-$2.2M	0.77%	50
2024 Q2	$3.63M	Sell	50,354 -1,336	-3%	-$95.7K	1.91%	9
2024 Q1	$3.75M	Buy	51,690 +45	+0.1%	+$3.27K	1.97%	10
2023 Q4	$3.8M	Buy	+51,645	New	+$3.65M	2.2%	6

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Lodestone Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 6.7% in Q2 2026, selling an estimated $58.6K and leaving 11,198 shares worth $822K. The position accounts for 0.29% of the portfolio, ranked #85.

Lodestone Wealth Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q4 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Lodestone Wealth Management held 11,198 shares of Vanguard Total Bond Market worth $822K as of Q2 2026.
Lodestone Wealth Management sold 798 Vanguard Total Bond Market shares in Q2 2026, an estimated $58.6K.
Vanguard Total Bond Market made up 0.29% of Lodestone Wealth Management's portfolio in Q2 2026, its #85 holding.
Lodestone Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Lodestone Wealth Management's Vanguard Total Bond Market position peaked at $3.8M in Q4 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.