Mallini Complete Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Mallini Complete Financial Planning’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	–	Sell	-345,212	Closed	-$25.3M	–	39
2026 Q1	$25.4M	Buy	345,212 +27,015	+8%	+$2M	20.13%	2
2025 Q4	$23.6M	Sell	318,197 -2,442	-0.8%	-$182K	18.94%	2
2025 Q3	$23.8M	Sell	320,639 -1,178	-0.4%	-$86.7K	19.39%	2
2025 Q2	$23.7M	Buy	321,817 +7,769	+2%	+$565K	29.95%	1
2025 Q1	$23.1M	Buy	314,048 +7,282	+2%	+$528K	22.03%	2
2024 Q4	$22.1M	Buy	+306,766	New	+$22.4M	20.94%	2

Other funds holding BND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mallini Complete Financial Planning's BND Position: Q2 2026 in Review

Mallini Complete Financial Planning sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 345,212 shares — an estimated $25.3M sold.

Mallini Complete Financial Planning first reported a position in BND in Q4 2024 and held it in 6 quarters. The position peaked at $25.4M in Q1 2026. 1,107 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Mallini Complete Financial Planning reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
Mallini Complete Financial Planning sold 345,212 Vanguard Total Bond Market shares in Q2 2026, an estimated $25.3M.
Mallini Complete Financial Planning first reported a position in Vanguard Total Bond Market in Q4 2024 and held it in 6 quarters.
Mallini Complete Financial Planning's Vanguard Total Bond Market position peaked at $25.4M in Q1 2026.
1,107 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.