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

Opal 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 		– Sell
-344
Closed -$25.3K – 277
2026
Q1 		$25.3K Buy
+344
New +$25.5K 0.01% 550
2025
Q3 		– Sell
-494
Closed -$36.4K – 242
2025
Q2 		$36.4K Buy
494
+203
+70% +$14.8K 0.01% 430
2025
Q1 		$21.4K Sell
291
-2,726
-90% -$198K 0.01% 513
2024
Q4 		$217K Sell
3,017
-226
-7% -$16.5K 0.07% 179
2024
Q3 		$244K Sell
3,243
-25
-0.8% -$1.85K 0.08% 160
2024
Q2 		$235K Sell
3,268
-4,655
-59% -$333K 0.08% 152
2024
Q1 		$575K Buy
7,923
+4,485
+130% +$325K 0.2% 71
2023
Q4 		$253K Buy
+3,438
New +$243K 0.1% 144

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Opal Wealth Advisors's BND Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 344 shares — an estimated $25.3K sold.

Opal Wealth Advisors first reported a position in BND in Q4 2023 and held it in 8 quarters. The position peaked at $575K in Q1 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 344 Vanguard Total Bond Market shares in Q2 2026, an estimated $25.3K.
  • Opal Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 8 quarters.
  • Opal Wealth Advisors's Vanguard Total Bond Market position peaked at $575K in Q1 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.