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

Pacific Excel 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
-4,846
Closed -$357K – 237
2026
Q1 		$357K Buy
+4,846
New +$360K 0.38% 85

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

Pacific Excel Wealth Advisors's BND Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 4,846 shares — an estimated $357K sold.

Pacific Excel Wealth Advisors first reported a position in BND in Q1 2026 and held it in 1 quarter. The position peaked at $357K in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,846 Vanguard Total Bond Market shares in Q2 2026, an estimated $357K.
  • Pacific Excel Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's Vanguard Total Bond Market position peaked at $357K in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.