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P.J. Schmidt Investment Management (PJS)’s Vanguard Total Bond Market BND Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$1.11M Sell
15,074
-173
-1% -$12.7K 0.17% 75
2026
Q1 		$1.12M Sell
15,247
-998
-6% -$74K 0.19% 70
2025
Q4 		$1.2M Buy
16,245
+187
+1% +$13.9K 0.2% 72
2025
Q3 		$1.19M Hold
16,058
– – 0.2% 73
2025
Q2 		$1.18M Buy
16,058
+3,361
+26% +$244K 0.2% 72
2025
Q1 		$933K Buy
12,697
+2
+0% +$145 0.17% 77
2024
Q4 		$913K Buy
12,695
+1,135
+10% +$83K 0.16% 79
2024
Q3 		$868K Buy
11,560
+404
+4% +$29.9K 0.15% 83
2024
Q2 		$804K Buy
11,156
+1,869
+20% +$134K 0.15% 81
2024
Q1 		$674K Buy
9,287
+4,393
+90% +$319K 0.13% 87
2023
Q4 		$356K Buy
+4,894
New +$346K 0.07% 134

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s BND Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Vanguard Total Bond Market (BND) stake by 1.1% in Q2 2026, selling an estimated $12.7K and leaving 15,074 shares worth $1.11M. The position accounts for 0.17% of the portfolio, ranked #75.

P.J. Schmidt Investment Management (PJS) first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2025. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 15,074 shares of Vanguard Total Bond Market worth $1.11M as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) sold 173 Vanguard Total Bond Market shares in Q2 2026, an estimated $12.7K.
  • Vanguard Total Bond Market made up 0.17% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #75 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Vanguard Total Bond Market position peaked at $1.2M in Q4 2025.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.