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Pacific Wealth Strategies Group’s Vanguard Total Bond Market BND Stock Holding History

Pacific Wealth Strategies Group’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 		$384K Sell
5,231
-3,892
-43% -$286K 0.22% 44
2026
Q1 		$672K Sell
9,123
-15,194
-62% -$1.13M 0.42% 40
2025
Q4 		$1.8M Sell
24,317
-5,045
-17% -$375K 1.02% 21
2025
Q3 		$2.18M Sell
29,362
-58
-0.2% -$4.27K 1.34% 17
2025
Q2 		$2.15M Sell
29,420
-844
-3% -$61.4K 1.41% 15
2025
Q1 		$2.22M Buy
30,264
+526
+2% +$38.2K 1.65% 14
2024
Q4 		$2.14M Buy
29,738
+8,983
+43% +$657K 1.49% 15
2024
Q3 		$1.56M Buy
20,755
+2,289
+12% +$169K 1.16% 24
2024
Q2 		$1.33M Buy
18,466
+2,377
+15% +$170K 1.1% 28
2024
Q1 		$1.17M Buy
16,089
+6,114
+61% +$444K 0.97% 29
2023
Q4 		$734K Buy
9,975
+233
+2% +$16.5K 0.7% 31
2023
Q3 		$680K Buy
9,742
+3,228
+50% +$230K 0.72% 32
2023
Q2 		$474K Buy
6,514
+597
+10% +$43.7K 0.48% 38
2023
Q1 		$437K Buy
+5,917
New +$433K 0.5% 39

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 Wealth Strategies Group's BND Position: Q2 2026 in Review

Pacific Wealth Strategies Group reduced its Vanguard Total Bond Market (BND) stake by 43% in Q2 2026, selling an estimated $286K and leaving 5,231 shares worth $384K. The position accounts for 0.22% of the portfolio, ranked #44.

Pacific Wealth Strategies Group first reported a position in BND in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.22M in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Pacific Wealth Strategies Group held 5,231 shares of Vanguard Total Bond Market worth $384K as of Q2 2026.
  • Pacific Wealth Strategies Group sold 3,892 Vanguard Total Bond Market shares in Q2 2026, an estimated $286K.
  • Vanguard Total Bond Market made up 0.22% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #44 holding.
  • Pacific Wealth Strategies Group first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
  • Pacific Wealth Strategies Group's Vanguard Total Bond Market position peaked at $2.22M in Q1 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.