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

New Insight 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	$260K	Sell	3,541 -300	-8%	-$22K	0.08%	109
2026 Q1	$283K	Hold	3,841	–	–	0.1%	93
2025 Q4	$285K	Buy	3,841 +350	+10%	+$26.1K	0.1%	95
2025 Q3	$260K	Sell	3,491 -1,400	-29%	-$103K	0.1%	97
2025 Q2	$360K	Hold	4,891	–	–	0.15%	81
2025 Q1	$359K	Buy	4,891 +1,400	+40%	+$102K	0.16%	72
2024 Q4	$251K	Buy	+3,491	New	+$255K	0.13%	78

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

New Insight Wealth Advisors's BND Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 7.8% in Q2 2026, selling an estimated $22K and leaving 3,541 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #109.

New Insight Wealth Advisors first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q2 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

New Insight Wealth Advisors held 3,541 shares of Vanguard Total Bond Market worth $260K as of Q2 2026.
New Insight Wealth Advisors sold 300 Vanguard Total Bond Market shares in Q2 2026, an estimated $22K.
Vanguard Total Bond Market made up 0.08% of New Insight Wealth Advisors's portfolio in Q2 2026, its #109 holding.
New Insight Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
New Insight Wealth Advisors's Vanguard Total Bond Market position peaked at $360K in Q2 2025.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.