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

Okabena 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 		$10.5M Buy
142,986
+8,808
+7% +$646K 1.87% 18
2026
Q1 		$9.88M Buy
134,178
+22,060
+20% +$1.64M 1.9% 17
2025
Q4 		$8.3M Buy
112,118
+17,262
+18% +$1.28M 1.58% 20
2025
Q3 		$7.05M Buy
94,856
+2,647
+3% +$195K 1.37% 18
2025
Q2 		$6.79M Buy
92,209
+6,035
+7% +$439K 1.51% 17
2025
Q1 		$6.33M Buy
86,174
+25,145
+41% +$1.82M 1.59% 17
2024
Q4 		$4.39M Sell
61,029
-25,668
-30% -$1.88M 1.22% 20
2024
Q3 		$6.51M Sell
86,697
-617
-0.7% -$45.7K 1.84% 16
2024
Q2 		$6.29M Buy
87,314
+6,237
+8% +$447K 2% 14
2024
Q1 		$5.89M Buy
81,077
+50,202
+163% +$3.64M 1.96% 14
2023
Q4 		$2.27M Hold
30,875
– – 0.88% 31
2023
Q3 		$2.15M Hold
30,875
– – 1.68% 14
2023
Q2 		$2.24M Hold
30,875
– – 1.64% 13
2023
Q1 		$2.28M Hold
30,875
– – 1.59% 17
2022
Q4 		$2.22M Hold
30,875
– – 1.47% 19
2022
Q3 		$2.2M Buy
30,875
+16,170
+110% +$1.21M 1.06% 30
2022
Q2 		$1.11M Sell
14,705
-6,663
-31% -$507K 0.57% 45
2022
Q1 		$1.7M Sell
21,368
-91
-0.4% -$7.43K 0.72% 41
2021
Q4 		$1.82M Buy
21,459
+5,885
+38% +$501K 0.69% 42
2021
Q3 		$1.33M Sell
15,574
-5,936
-28% -$512K 0.7% 39
2021
Q2 		$1.85M Hold
21,510
– – 0.87% 34
2021
Q1 		$1.82M Buy
21,510
+12,289
+133% +$1.06M 0.98% 27
2020
Q4 		$813K Sell
9,221
-114
-1% -$10K 0.47% 57
2020
Q3 		$824K Sell
9,335
-4,985
-35% -$442K 0.63% 54
2020
Q2 		$1.26M Hold
14,320
– – 1.11% 25
2020
Q1 		$1.22M Buy
14,320
+12,243
+589% +$1.04M 1.39% 23
2019
Q4 		$174K Buy
+2,077
New +$175K 0.16% 58

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Okabena Investment Services's BND Position: Q2 2026 in Review

Okabena Investment Services increased its Vanguard Total Bond Market (BND) stake by 6.6% in Q2 2026, buying an estimated $646K and bringing the position to 142,986 shares worth $10.5M. The position accounts for 1.87% of the portfolio, ranked #18.

Okabena Investment Services first reported a position in BND in Q4 2019 and has held it in 27 quarters since. 1,515 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Okabena Investment Services held 142,986 shares of Vanguard Total Bond Market worth $10.5M as of Q2 2026.
  • Okabena Investment Services bought 8,808 Vanguard Total Bond Market shares in Q2 2026, an estimated $646K.
  • Vanguard Total Bond Market made up 1.87% of Okabena Investment Services's portfolio in Q2 2026, its #18 holding.
  • Okabena Investment Services first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • 1,515 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.