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Oak Harvest Investment Services’s Vanguard Total Bond Market BND Stock Holding History

Oak Harvest Investment Services’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
-5,051
Closed -$372K – 171
2026
Q1 		$372K Buy
+5,051
New +$375K 0.04% 132
2022
Q2 		– Sell
-4,209
Closed -$335K – 85
2022
Q1 		$335K Sell
4,209
-355
-8% -$29K 0.08% 72
2021
Q4 		$387K Buy
4,564
+401
+10% +$34.2K 0.1% 66
2021
Q3 		$356K Buy
4,163
+19
+0.5% +$1.64K 0.1% 67
2021
Q2 		$356K Buy
+4,144
New +$353K 0.12% 67

Other funds holding BND

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Oak Harvest Investment Services's BND Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 5,051 shares — an estimated $372K sold.

Oak Harvest Investment Services first reported a position in BND in Q2 2021 and held it in 5 quarters. The position peaked at $387K in Q4 2021. 784 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 5,051 Vanguard Total Bond Market shares in Q2 2026, an estimated $372K.
  • Oak Harvest Investment Services first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 5 quarters.
  • Oak Harvest Investment Services's Vanguard Total Bond Market position peaked at $387K in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.