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Patriot Financial Group Insurance Agency’s Vanguard Total Bond Market BND Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.96M Sell
26,711
-37,821
-59% -$2.78M 0.2% 132
2026
Q1 		$4.75M Buy
64,532
+35,023
+119% +$2.6M 0.27% 107
2025
Q4 		$2.19M Buy
29,509
+6,319
+27% +$470K 0.26% 107
2025
Q3 		$1.72M Sell
23,190
-6,294
-21% -$463K 0.22% 126
2025
Q2 		$2.17M Sell
29,484
-8,643
-23% -$629K 0.25% 101
2025
Q1 		$2.8M Sell
38,127
-52,772
-58% -$3.83M 0.38% 60
2024
Q4 		$6.54M Buy
90,899
+11,012
+14% +$805K 0.88% 19
2024
Q3 		$6M Buy
79,887
+51,628
+183% +$3.82M 0.81% 21
2024
Q2 		$2.04M Buy
28,259
+1,242
+5% +$88.9K 0.3% 76
2024
Q1 		$1.96M Sell
27,017
-10,333
-28% -$750K 0.31% 69
2023
Q4 		$2.75M Buy
37,350
+255
+0.7% +$18K 0.52% 41
2023
Q3 		$2.59M Buy
37,095
+7,681
+26% +$548K 0.54% 40
2023
Q2 		$2.14M Sell
29,414
-12,762
-30% -$935K 0.4% 53
2023
Q1 		$3.11M Buy
42,176
+8,134
+24% +$595K 0.63% 27
2022
Q4 		$2.45M Sell
34,042
-4,651
-12% -$333K 0.33% 35
2022
Q3 		$2.76M Sell
38,693
-21,259
-35% -$1.59M 0.67% 27
2022
Q2 		$4.51M Sell
59,952
-3,697
-6% -$281K 0.92% 20
2022
Q1 		$5.06M Buy
63,649
+5,844
+10% +$477K 0.9% 19
2021
Q4 		$4.9M Buy
57,805
+3,998
+7% +$341K 0.81% 23
2021
Q3 		$4.6M Buy
53,807
+7,532
+16% +$650K 0.81% 21
2021
Q2 		$3.98M Buy
46,275
+5,833
+14% +$498K 0.73% 21
2021
Q1 		$3.43M Buy
40,442
+7,106
+21% +$613K 0.79% 15
2020
Q4 		$2.94M Buy
33,336
+3,093
+10% +$272K 0.74% 15
2020
Q3 		$2.67M Buy
30,243
+835
+3% +$74K 0.87% 18
2020
Q2 		$2.6M Buy
29,408
+2,088
+8% +$183K 0.99% 13
2020
Q1 		$2.33M Buy
27,320
+11,977
+78% +$1.02M 1.07% 12
2019
Q4 		$1.29M Buy
15,343
+4,309
+39% +$362K 0.48% 36
2019
Q3 		$932K Buy
11,034
+30
+0.3% +$2.52K 0.42% 41
2019
Q2 		$914K Buy
11,004
+2,174
+25% +$177K 0.39% 44
2019
Q1 		$717K Buy
8,830
+1,272
+17% +$102K 0.37% 44
2018
Q4 		$599K Sell
7,558
-776
-9% -$60.7K 0.39% 43
2018
Q3 		$656K Buy
8,334
+2,349
+39% +$186K 0.39% 37
2018
Q2 		$474K Sell
5,985
-12,775
-68% -$1.01M 0.51% 35
2018
Q1 		$1.5M Buy
18,760
+2,647
+16% +$212K 1.11% 14
2017
Q4 		$1.31M Buy
16,113
+3,228
+25% +$264K 0.98% 17
2017
Q3 		$1.05M Buy
12,885
+1,531
+13% +$126K 0.94% 15
2017
Q2 		$924K Buy
11,354
+2,375
+26% +$194K 0.96% 15
2017
Q1 		$729K Buy
8,979
+2,877
+47% +$233K 0.77% 18
2016
Q4 		$493K Buy
+6,102
New +$500K 0.67% 26

Other funds holding BND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BND Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Total Bond Market (BND) stake by 59% in Q2 2026, selling an estimated $2.78M and leaving 26,711 shares worth $1.96M. The position accounts for 0.2% of the portfolio, ranked #132.

Patriot Financial Group Insurance Agency first reported a position in BND in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.54M in Q4 2024. 1,269 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 26,711 shares of Vanguard Total Bond Market worth $1.96M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 37,821 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.78M.
  • Vanguard Total Bond Market made up 0.2% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #132 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Total Bond Market position peaked at $6.54M in Q4 2024.
  • 1,269 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.