MSWM
BND icon

Mowery & Schoenfeld Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		– Sell
-200
Closed -$14.7K – 368
2026
Q1 		$14.7K Buy
+200
New +$14.8K 0.02% 192

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

Mowery & Schoenfeld Wealth Management's BND Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 200 shares — an estimated $14.7K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BND in Q1 2026 and held it in 1 quarter. The position peaked at $14.7K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 200 Vanguard Total Bond Market shares in Q2 2026, an estimated $14.7K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2026 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Vanguard Total Bond Market position peaked at $14.7K in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.