One Wealth Management Investment & Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

One Wealth Management Investment & Advisory 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	$396K	Buy	5,388 +65	+1%	+$4.77K	0.42%	32
2026 Q1	$392K	Buy	5,323 +2,287	+75%	+$170K	0.47%	36
2025 Q4	$225K	Buy	+3,036	New	+$226K	0.25%	45
2024 Q1	–	Sell	-33,065	Closed	-$2.43M	–	145
2023 Q4	$2.43M	Buy	+33,065	New	+$2.33M	1.08%	16

Other funds holding BND

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's BND Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services increased its Vanguard Total Bond Market (BND) stake by 1.2% in Q2 2026, buying an estimated $4.77K and bringing the position to 5,388 shares worth $396K. The position accounts for 0.42% of the portfolio, ranked #32.

One Wealth Management Investment & Advisory Services first reported a position in BND in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.43M in Q4 2023. 870 funds tracked by Wall St. Rank hold BND as of Q2 2026.

One Wealth Management Investment & Advisory Services held 5,388 shares of Vanguard Total Bond Market worth $396K as of Q2 2026.
One Wealth Management Investment & Advisory Services bought 65 Vanguard Total Bond Market shares in Q2 2026, an estimated $4.77K.
Vanguard Total Bond Market made up 0.42% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #32 holding.
One Wealth Management Investment & Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 4 quarters since.
One Wealth Management Investment & Advisory Services's Vanguard Total Bond Market position peaked at $2.43M in Q4 2023.
870 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.