Lowery Thomas LLC’s Vanguard Total Bond Market BND Stock Holding History

Lowery Thomas LLC’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	$4.26M	Sell	58,095 -8,298	-12%	-$609K	2.08%	15
2026 Q1	$4.89M	Buy	66,393 +3,842	+6%	+$285K	2.8%	11
2025 Q4	$4.63M	Buy	62,551 +8,074	+15%	+$601K	2.62%	11
2025 Q3	$4.05M	Buy	54,477 +7,112	+15%	+$524K	2.34%	13
2025 Q2	$3.49M	Buy	47,365 +3,243	+7%	+$236K	2.23%	13
2025 Q1	$3.24M	Sell	44,122 -5,792	-12%	-$420K	2.22%	14
2024 Q4	$3.59M	Buy	49,914 +11,096	+29%	+$811K	2.34%	13
2024 Q3	$2.92M	Buy	+38,818	New	+$2.87M	1.98%	16
2022 Q2	–	Sell	-29,736	Closed	-$2.37M	–	46
2022 Q1	$2.37M	Sell	29,736 -5,195	-15%	-$424K	1.84%	22
2021 Q4	$2.96M	Buy	+34,931	New	+$2.98M	2.04%	20

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

Lowery Thomas LLC's BND Position: Q2 2026 in Review

Lowery Thomas LLC reduced its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, selling an estimated $609K and leaving 58,095 shares worth $4.26M. The position accounts for 2.08% of the portfolio, ranked #15.

Lowery Thomas LLC first reported a position in BND in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.89M in Q1 2026. 1,825 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Lowery Thomas LLC held 58,095 shares of Vanguard Total Bond Market worth $4.26M as of Q2 2026.
Lowery Thomas LLC sold 8,298 Vanguard Total Bond Market shares in Q2 2026, an estimated $609K.
Vanguard Total Bond Market made up 2.08% of Lowery Thomas LLC's portfolio in Q2 2026, its #15 holding.
Lowery Thomas LLC first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 10 quarters since.
Lowery Thomas LLC's Vanguard Total Bond Market position peaked at $4.89M in Q1 2026.
1,825 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.