Northwest Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Northwest Financial 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	$333K	Sell	4,542 -324	-7%	-$23.8K	0.04%	62
2026 Q1	$358K	Sell	4,866 -876	-15%	-$65K	0.69%	45
2025 Q4	$425K	Sell	5,742 -21,296	-79%	-$1.59M	0.87%	36
2025 Q3	$2.01M	Buy	27,038 +1,352	+5%	+$99.6K	2.58%	10
2025 Q2	$1.89M	Buy	25,686 +369	+1%	+$26.8K	2.64%	10
2025 Q1	$1.86M	Buy	25,317 +675	+3%	+$49K	1.54%	14
2024 Q4	$1.77M	Buy	24,642 +15,850	+180%	+$1.16M	1.46%	14
2024 Q3	$660K	Sell	8,792 -106	-1%	-$7.84K	0.53%	41
2024 Q2	$641K	Buy	8,898 +668	+8%	+$47.8K	0.65%	38
2024 Q1	$598K	Buy	8,230 +1,795	+28%	+$130K	0.66%	41
2023 Q4	$473K	Buy	+6,435	New	+$454K	0.4%	48

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

Northwest Financial Advisors's BND Position: Q2 2026 in Review

Northwest Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 6.7% in Q2 2026, selling an estimated $23.8K and leaving 4,542 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #62.

Northwest Financial Advisors first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q3 2025. 1,825 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Northwest Financial Advisors held 4,542 shares of Vanguard Total Bond Market worth $333K as of Q2 2026.
Northwest Financial Advisors sold 324 Vanguard Total Bond Market shares in Q2 2026, an estimated $23.8K.
Vanguard Total Bond Market made up 0.04% of Northwest Financial Advisors's portfolio in Q2 2026, its #62 holding.
Northwest Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Vanguard Total Bond Market position peaked at $2.01M in Q3 2025.
1,825 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.