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MB, Levis & Associates’s Vanguard Total Bond Market BND Stock Holding History

MB, Levis & Associates’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 		$37.1K Buy
506
+5
+1% +$367 0.01% 120
2026
Q1 		$36.9K Buy
501
+3
+0.6% +$223 0.02% 113
2025
Q4 		$36.9K Buy
498
+7
+1% +$521 0.02% 116
2025
Q3 		$36.5K Buy
491
+5
+1% +$368 0.02% 117
2025
Q2 		$35.8K Sell
486
-716
-60% -$52.1K 0.02% 142
2025
Q1 		$88.3K Buy
1,202
+8
+0.7% +$581 0.04% 92
2024
Q4 		$85.9K Buy
1,194
+75
+7% +$5.48K 0.04% 95
2024
Q3 		$84.1K Buy
1,119
+10
+0.9% +$740 0.04% 96
2024
Q2 		$79.9K Sell
1,109
-341
-24% -$24.4K 0.04% 94
2024
Q1 		$105K Buy
1,450
+8
+0.6% +$581 0.06% 83
2023
Q4 		$106K Buy
1,442
+17
+1% +$1.2K 0.06% 78
2023
Q3 		$99.5K Buy
1,425
+10
+0.7% +$714 0.06% 78
2023
Q2 		$103K Buy
1,415
+656
+86% +$48.1K 0.07% 79
2023
Q1 		$56.1K Buy
+759
New +$55.5K 0.04% 109

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

MB, Levis & Associates's BND Position: Q2 2026 in Review

MB, Levis & Associates increased its Vanguard Total Bond Market (BND) stake by 1% in Q2 2026, buying an estimated $367 and bringing the position to 506 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #120.

MB, Levis & Associates first reported a position in BND in Q1 2023 and has held it in 14 quarters since. The position peaked at $106K in Q4 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • MB, Levis & Associates held 506 shares of Vanguard Total Bond Market worth $37.1K as of Q2 2026.
  • MB, Levis & Associates bought 5 Vanguard Total Bond Market shares in Q2 2026, an estimated $367.
  • Vanguard Total Bond Market made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #120 holding.
  • MB, Levis & Associates first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
  • MB, Levis & Associates's Vanguard Total Bond Market position peaked at $106K in Q4 2023.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.