Peak Retirement Planning’s Vanguard Total Bond Market BND Stock Holding History

Peak Retirement Planning’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	$1.64M	Sell	22,346 -45,706	-67%	-$3.35M	0.26%	79
2026 Q1	$5.01M	Buy	68,052 +59,051	+656%	+$4.38M	1%	19
2025 Q4	$667K	Buy	9,001 +1,580	+21%	+$118K	0.16%	91
2025 Q3	$552K	Sell	7,421 -75,570	-91%	-$5.56M	0.16%	90
2025 Q2	$6.11M	Buy	82,991 +39,313	+90%	+$2.86M	2.47%	10
2025 Q1	$3.21M	Buy	+43,678	New	+$3.17M	1.78%	14

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Peak Retirement Planning's BND Position: Q2 2026 in Review

Peak Retirement Planning reduced its Vanguard Total Bond Market (BND) stake by 67% in Q2 2026, selling an estimated $3.35M and leaving 22,346 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #79.

Peak Retirement Planning first reported a position in BND in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.11M in Q2 2025. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Peak Retirement Planning held 22,346 shares of Vanguard Total Bond Market worth $1.64M as of Q2 2026.
Peak Retirement Planning sold 45,706 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.35M.
Vanguard Total Bond Market made up 0.26% of Peak Retirement Planning's portfolio in Q2 2026, its #79 holding.
Peak Retirement Planning first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
Peak Retirement Planning's Vanguard Total Bond Market position peaked at $6.11M in Q2 2025.
1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.