McGrath & Associates’s Vanguard Total Bond Market BND Stock Holding History

McGrath & 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	$683K	Sell	9,308 -2,318	-20%	-$170K	0.89%	21
2026 Q1	$856K	Sell	11,626 -12,677	-52%	-$940K	1.26%	20
2025 Q4	$1.8M	Sell	24,303 -11,720	-33%	-$872K	2.56%	12
2025 Q3	$2.68M	Sell	36,023 -22,854	-39%	-$1.68M	3.98%	7
2025 Q2	$4.34M	Sell	58,877 -9,990	-15%	-$727K	7.06%	4
2025 Q1	$5.06M	Sell	68,867 -26,841	-28%	-$1.95M	9.23%	2
2024 Q4	$6.88M	Buy	+95,708	New	+$7M	13.89%	1

Other funds holding BND

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

McGrath & Associates's BND Position: Q2 2026 in Review

McGrath & Associates reduced its Vanguard Total Bond Market (BND) stake by 20% in Q2 2026, selling an estimated $170K and leaving 9,308 shares worth $683K. The position accounts for 0.89% of the portfolio, ranked #21.

McGrath & Associates first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.88M in Q4 2024. 635 funds tracked by Wall St. Rank hold BND as of Q2 2026.

McGrath & Associates held 9,308 shares of Vanguard Total Bond Market worth $683K as of Q2 2026.
McGrath & Associates sold 2,318 Vanguard Total Bond Market shares in Q2 2026, an estimated $170K.
Vanguard Total Bond Market made up 0.89% of McGrath & Associates's portfolio in Q2 2026, its #21 holding.
McGrath & Associates first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
McGrath & Associates's Vanguard Total Bond Market position peaked at $6.88M in Q4 2024.
635 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.