MBA Advisors
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MBA Advisors’s Vanguard Total Bond Market BND Stock Holding History

MBA Advisors’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
Q3 		$1.41M Sell
20,171
-41
-0.2% -$2.96K 0.46% 43
2026
Q2 		$1.48M Sell
20,212
-611
-3% -$44.8K 0.5% 44
2026
Q1 		$1.53M Buy
20,823
+551
+3% +$40.9K 0.59% 36
2025
Q4 		$1.5M Sell
20,272
-131
-0.6% -$9.8K 0.61% 35
2025
Q3 		$1.52M Buy
20,403
+328
+2% +$24.2K 0.65% 33
2025
Q2 		$1.48M Sell
20,075
-649
-3% -$47.2K 0.68% 32
2025
Q1 		$1.52M Buy
20,724
+982
+5% +$71.3K 0.75% 30
2024
Q4 		$1.42M Buy
19,742
+6,476
+49% +$473K 0.71% 33
2024
Q3 		$996K Sell
13,266
-100
-0.7% -$7.4K 0.48% 52
2024
Q2 		$963K Sell
13,366
-3,375
-20% -$242K 0.49% 50
2024
Q1 		$1.22M Sell
16,741
-1,038
-6% -$75.3K 0.63% 37
2023
Q4 		$1.31M Buy
+17,779
New +$1.26M 0.73% 32
2022
Q2 		– Sell
-15,640
Closed -$1.24M – 130
2022
Q1 		$1.24M Sell
15,640
-2,406
-13% -$197K 0.77% 37
2021
Q4 		$1.53M Buy
18,046
+270
+2% +$23K 0.95% 32
2021
Q3 		$1.52M Buy
17,776
+927
+6% +$80K 1.12% 27
2021
Q2 		$1.45M Buy
+16,849
New +$1.44M 0.67% 29

Other funds holding BND

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

MBA Advisors's BND Position: Q3 2026 in Review

MBA Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.2% in Q3 2026, selling an estimated $2.96K and leaving 20,171 shares worth $1.41M. The position accounts for 0.46% of the portfolio, ranked #43.

MBA Advisors first reported a position in BND in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.53M in Q1 2026. 1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • MBA Advisors held 20,171 shares of Vanguard Total Bond Market worth $1.41M as of Q3 2026.
  • MBA Advisors sold 41 Vanguard Total Bond Market shares in Q3 2026, an estimated $2.96K.
  • Vanguard Total Bond Market made up 0.46% of MBA Advisors's portfolio in Q3 2026, its #43 holding.
  • MBA Advisors first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 16 quarters since.
  • MBA Advisors's Vanguard Total Bond Market position peaked at $1.53M in Q1 2026.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.