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Mount Yale Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Mount Yale Investment 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 		$603K Buy
8,208
+345
+4% +$25.3K 0.01% 726
2026
Q1 		$579K Buy
+7,863
New +$583K 0.01% 675
2025
Q3 		– Sell
-597
Closed -$43.9K – 785
2025
Q2 		$43.9K Buy
+597
New +$43.4K ﹤0.01% 852

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mount Yale Investment Advisors's BND Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 4.4% in Q2 2026, buying an estimated $25.3K and bringing the position to 8,208 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #726.

Mount Yale Investment Advisors first reported a position in BND in Q2 2025 and has held it in 3 quarters since. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Mount Yale Investment Advisors held 8,208 shares of Vanguard Total Bond Market worth $603K as of Q2 2026.
  • Mount Yale Investment Advisors bought 345 Vanguard Total Bond Market shares in Q2 2026, an estimated $25.3K.
  • Vanguard Total Bond Market made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #726 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 3 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.