Lugano Financial Advisors SA (LFA)’s Vanguard Total Bond Market BND Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$189K	Hold	2,575	–	–	0.11%	90
2026 Q1	$188K	Hold	2,575	–	–	0.1%	83
2025 Q4	$191K	Sell	2,575 -47	-2%	-$3.5K	0.1%	83
2025 Q3	$194K	Hold	2,622	–	–	0.1%	79
2025 Q2	$192K	Hold	2,622	–	–	0.11%	79
2025 Q1	$193K	Sell	2,622 -2,543	-49%	-$185K	0.13%	71
2024 Q4	$371K	Buy	5,165 +875	+20%	+$64K	0.24%	49
2024 Q3	$322K	Sell	4,290 -578	-12%	-$42.8K	0.22%	52
2024 Q2	$351K	Buy	4,868 +435	+10%	+$31.2K	0.27%	45
2024 Q1	$322K	Hold	4,433	–	–	0.23%	51
2023 Q4	$326K	Sell	4,433 -6,530	-60%	-$461K	0.26%	48
2023 Q3	$765K	Buy	10,963 +3,315	+43%	+$237K	0.66%	30
2023 Q2	$556K	Hold	7,648	–	–	0.37%	42
2023 Q1	$565K	Hold	7,648	–	–	0.43%	35
2022 Q4	$549K	Hold	7,648	–	–	0.41%	38
2022 Q3	$546K	Hold	7,648	–	–	0.43%	39
2022 Q2	$575K	Hold	7,648	–	–	0.4%	39
2022 Q1	$609K	Hold	7,648	–	–	0.41%	38
2021 Q4	$648K	Sell	7,648 -6,352	-45%	-$541K	0.37%	39
2021 Q3	$1.2M	Sell	14,000 -3,200	-19%	-$276K	0.79%	30
2021 Q2	$1.48M	Hold	17,200	–	–	0.93%	29
2021 Q1	$1.46M	Hold	17,200	–	–	1.02%	26
2020 Q4	$1.52M	Hold	17,200	–	–	1.18%	24
2020 Q3	$1.52M	Hold	17,200	–	–	1.41%	22
2020 Q2	$1.51M	Buy	17,200 +11,700	+213%	+$1.02M	1.6%	18
2020 Q1	$470K	Hold	5,500	–	–	0.42%	41
2019 Q4	$461K	Buy	+5,500	New	+$462K	0.34%	42
2019 Q2	$457K	Hold	5,500	–	–	0.28%	41
2019 Q1	$446K	Sell	5,500 -9,869	-64%	-$788K	0.27%	40
2018 Q4	$1.21M	Hold	15,369	–	–	0.84%	23
2018 Q3	$1.21M	Buy	15,369 +950	+7%	+$75.1K	0.84%	23
2018 Q2	$1.13M	Buy	+14,419	New	+$1.14M	1.09%	26

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

Lugano Financial Advisors SA (LFA)'s BND Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 2,575 shares worth $189K. The position accounts for 0.11% of the portfolio, ranked #90.

Lugano Financial Advisors SA (LFA) first reported a position in BND in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.52M in Q3 2020. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 2,575 shares of Vanguard Total Bond Market worth $189K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.11% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #90 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Total Bond Market in Q2 2018 and has held it in 32 quarters since.
Lugano Financial Advisors SA (LFA)'s Vanguard Total Bond Market position peaked at $1.52M in Q3 2020.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.