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Motive Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Motive Wealth 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
Q2 		$5.3M Sell
72,136
-392
-0.5% -$28.8K 2.18% 12
2026
Q1 		$5.34M Sell
72,528
-14,087
-16% -$1.05M 2.51% 12
2025
Q4 		$6.42M Sell
86,615
-929
-1% -$69.1K 2.73% 14
2025
Q3 		$6.51M Buy
87,544
+3,904
+5% +$287K 2.81% 14
2025
Q2 		$6.16M Sell
83,640
-11,445
-12% -$832K 2.8% 14
2025
Q1 		$6.98M Buy
95,085
+6,845
+8% +$497K 3.74% 9
2024
Q4 		$6.35M Buy
88,240
+2,313
+3% +$169K 3.41% 11
2024
Q3 		$6.19M Hold
85,927
– – 3.72% 11
2024
Q2 		$6.19M Sell
85,927
-4,564
-5% -$327K 3.72% 11
2024
Q1 		$6.57M Buy
90,491
+26,503
+41% +$1.92M 3.98% 12
2023
Q4 		$4.71M Buy
63,988
+17,923
+39% +$1.27M 5.43% 6
2023
Q3 		$3.21M Buy
46,065
+3,570
+8% +$255K 3.53% 12
2023
Q2 		$3.09M Buy
42,495
+1,263
+3% +$92.5K 3.2% 13
2023
Q1 		$3.04M Sell
41,232
-19,149
-32% -$1.4M 3.33% 13
2022
Q4 		$4.34M Buy
60,381
+3,901
+7% +$279K 3.32% 13
2022
Q3 		$4.03M Sell
56,480
-1,532
-3% -$115K 3.26% 14
2022
Q2 		$4.37M Sell
58,012
-4,974
-8% -$379K 3.44% 12
2022
Q1 		$5.01M Buy
62,986
+20,635
+49% +$1.69M 3.43% 9
2021
Q4 		$3.59M Buy
42,351
+364
+0.9% +$31K 2.16% 13
2021
Q3 		$3.59M Buy
41,987
+3,397
+9% +$293K 2.42% 13
2021
Q2 		$3.31M Buy
+38,590
New +$3.29M 2.37% 13

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

Motive Wealth Advisors's BND Position: Q2 2026 in Review

Motive Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.54% in Q2 2026, selling an estimated $28.8K and leaving 72,136 shares worth $5.3M. The position accounts for 2.18% of the portfolio, ranked #12.

Motive Wealth Advisors first reported a position in BND in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.98M in Q1 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Motive Wealth Advisors held 72,136 shares of Vanguard Total Bond Market worth $5.3M as of Q2 2026.
  • Motive Wealth Advisors sold 392 Vanguard Total Bond Market shares in Q2 2026, an estimated $28.8K.
  • Vanguard Total Bond Market made up 2.18% of Motive Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Motive Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 21 quarters since.
  • Motive Wealth Advisors's Vanguard Total Bond Market position peaked at $6.98M in Q1 2025.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.