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MA Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

MA Private Wealth’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 		$39.5M Buy
538,277
+44,501
+9% +$3.27M 5.89% 4
2026
Q1 		$36.4M Buy
493,776
+110,434
+29% +$8.19M 6.15% 5
2025
Q4 		$28.4M Sell
383,342
-66,312
-15% -$4.94M 4.74% 7
2025
Q3 		$33.4M Sell
449,654
-11,500
-2% -$847K 5.62% 4
2025
Q2 		$34M Sell
461,154
-460,432
-50% -$33.5M 6.07% 4
2025
Q1 		$67.7M Sell
921,586
-8,863
-1% -$643K 12.73% 2
2024
Q4 		$66.9M Buy
930,449
+22,392
+2% +$1.64M 12.51% 2
2024
Q3 		$68.2M Sell
908,057
-20,249
-2% -$1.5M 12.75% 2
2024
Q2 		$66.9M Buy
928,306
+38,971
+4% +$2.79M 13.23% 2
2024
Q1 		$64.6M Sell
889,335
-52,281
-6% -$3.79M 13.09% 2
2023
Q4 		$69.3M Sell
941,616
-62,204
-6% -$4.39M 14.76% 2
2023
Q3 		$70M Buy
1,003,820
+146,011
+17% +$10.4M 16.55% 2
2023
Q2 		$62.4M Sell
857,809
-607
-0.1% -$44.5K 14.46% 2
2023
Q1 		$63.4M Buy
858,416
+149,687
+21% +$11M 15.4% 2
2022
Q4 		$50.9M Buy
708,729
+135,243
+24% +$9.69M 12.28% 2
2022
Q3 		$39.8M Buy
573,486
+204
+0% +$15.3K 9.89% 2
2022
Q2 		$43.3M Sell
573,282
-154,192
-21% -$11.7M 10.55% 2
2022
Q1 		$57.9M Buy
727,474
+183,751
+34% +$15M 10.56% 2
2021
Q4 		$46.1M Buy
543,723
+44,282
+9% +$3.77M 8.27% 3
2021
Q3 		$42.7M Buy
499,441
+79,299
+19% +$6.85M 8.38% 3
2021
Q2 		$36.1M Buy
420,142
+15,732
+4% +$1.34M 7.17% 3
2021
Q1 		$34.3M Buy
+404,410
New +$34.9M 7.14% 3
2020
Q4 		– Sell
-2,349
Closed -$207K – 68
2020
Q3 		$207K Buy
2,349
+2
+0.1% +$177 0.05% 82
2020
Q2 		$207K Buy
+2,347
New +$205K 0.05% 80
2019
Q2 		– Sell
-4,276
Closed -$347K – 89
2019
Q1 		$347K Buy
4,276
+5
+0.1% +$399 0.11% 68
2018
Q4 		$338K Buy
+4,271
New +$334K 0.13% 70

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
SC
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 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MA Private Wealth's BND Position: Q2 2026 in Review

MA Private Wealth increased its Vanguard Total Bond Market (BND) stake by 9% in Q2 2026, buying an estimated $3.27M and bringing the position to 538,277 shares worth $39.5M. The position accounts for 5.89% of the portfolio, ranked #4.

MA Private Wealth first reported a position in BND in Q4 2018 and has held it in 26 quarters since. The position peaked at $70M in Q3 2023. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • MA Private Wealth held 538,277 shares of Vanguard Total Bond Market worth $39.5M as of Q2 2026.
  • MA Private Wealth bought 44,501 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.27M.
  • Vanguard Total Bond Market made up 5.89% of MA Private Wealth's portfolio in Q2 2026, its #4 holding.
  • MA Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 26 quarters since.
  • MA Private Wealth's Vanguard Total Bond Market position peaked at $70M in Q3 2023.
  • 1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.