LRI Investments’s Vanguard Total Bond Market BND Stock Holding History

LRI Investments’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	$322K	Sell	4,388 -432	-9%	-$31.7K	0.03%	246
2026 Q1	$355K	Buy	4,820 +29	+0.6%	+$2.15K	0.03%	216
2025 Q4	$355K	Sell	4,791 -247	-5%	-$18.4K	0.03%	207
2025 Q3	$375K	Sell	5,038 -281	-5%	-$20.7K	0.03%	207
2025 Q2	$392K	Sell	5,319 -162	-3%	-$11.8K	0.03%	196
2025 Q1	$403K	Sell	5,481 -124	-2%	-$9K	0.04%	186
2024 Q4	$403K	Sell	5,605 -57	-1%	-$4.17K	0.04%	163
2024 Q3	$410K	Sell	5,662 -142	-2%	-$10.5K	0.04%	174
2024 Q2	$418K	Sell	5,804 -380	-6%	-$27.2K	0.05%	131
2024 Q1	$449K	Buy	+6,184	New	+$449K	0.11%	80

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

LRI Investments's BND Position: Q2 2026 in Review

LRI Investments reduced its Vanguard Total Bond Market (BND) stake by 9% in Q2 2026, selling an estimated $31.7K and leaving 4,388 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #246.

LRI Investments first reported a position in BND in Q1 2024 and has held it in 10 quarters since. The position peaked at $449K in Q1 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

LRI Investments held 4,388 shares of Vanguard Total Bond Market worth $322K as of Q2 2026.
LRI Investments sold 432 Vanguard Total Bond Market shares in Q2 2026, an estimated $31.7K.
Vanguard Total Bond Market made up 0.03% of LRI Investments's portfolio in Q2 2026, its #246 holding.
LRI Investments first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Vanguard Total Bond Market position peaked at $449K in Q1 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.