McDonald Partners’s Vanguard Total Bond Market BND Stock Holding History

McDonald Partners’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	$98.2K	Sell	1,400 -147	-10%	-$10.6K	0.02%	268
2026 Q2	$114K	Buy	+1,547	New	+$114K	0.03%	263
2022 Q3	–	Sell	-2,745	Closed	-$207K	–	222
2022 Q2	$207K	Hold	2,745	–	–	0.05%	276
2022 Q1	$218K	Buy	2,745 +1,986	+262%	+$162K	0.05%	287
2021 Q4	$64.3K	Sell	759 -1,617	-68%	-$138K	0.06%	104
2021 Q3	$203K	Hold	2,376	–	–	0.05%	283
2021 Q2	$204K	Hold	2,376	–	–	0.05%	292
2021 Q1	$201K	Sell	2,376 -22	-0.9%	-$1.9K	0.05%	279
2020 Q4	$211K	Buy	+2,398	New	+$211K	0.06%	259

Other funds holding BND

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

McDonald Partners's BND Position: Q3 2026 in Review

McDonald Partners reduced its Vanguard Total Bond Market (BND) stake by 9.5% in Q3 2026, selling an estimated $10.6K and leaving 1,400 shares worth $98.2K. The position accounts for 0.02% of the portfolio, ranked #268.

McDonald Partners first reported a position in BND in Q4 2020 and has held it in 9 quarters since. The position peaked at $218K in Q1 2022. 1,499 funds tracked by Wall St. Rank hold BND as of Q3 2026.

McDonald Partners held 1,400 shares of Vanguard Total Bond Market worth $98.2K as of Q3 2026.
McDonald Partners sold 147 Vanguard Total Bond Market shares in Q3 2026, an estimated $10.6K.
Vanguard Total Bond Market made up 0.02% of McDonald Partners's portfolio in Q3 2026, its #268 holding.
McDonald Partners first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 9 quarters since.
McDonald Partners's Vanguard Total Bond Market position peaked at $218K in Q1 2022.
1,499 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.