Midwest Trust’s Vanguard Total Bond Market BND Stock Holding History

Midwest Trust’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	$1.02M	Sell	14,501 -65	-0.4%	-$4.68K	0.01%	372
2026 Q2	$1.07M	Sell	14,566 -5,364	-27%	-$394K	0.01%	352
2026 Q1	$1.47M	Sell	19,930 -7,814	-28%	-$580K	0.02%	318
2025 Q4	$2.05M	Buy	27,744 +231	+0.8%	+$17.2K	0.03%	281
2025 Q3	$2.05M	Buy	27,513 +6,718	+32%	+$495K	0.03%	284
2025 Q2	$1.53M	Buy	+20,795	New	+$1.51M	0.02%	299

Other funds holding BND

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Midwest Trust's BND Position: Q3 2026 in Review

Midwest Trust reduced its Vanguard Total Bond Market (BND) stake by 0.45% in Q3 2026, selling an estimated $4.68K and leaving 14,501 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #372.

Midwest Trust first reported a position in BND in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2025. 791 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Midwest Trust held 14,501 shares of Vanguard Total Bond Market worth $1.02M as of Q3 2026.
Midwest Trust sold 65 Vanguard Total Bond Market shares in Q3 2026, an estimated $4.68K.
Vanguard Total Bond Market made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #372 holding.
Midwest Trust first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Vanguard Total Bond Market position peaked at $2.05M in Q4 2025.
791 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.