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Penobscot Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Penobscot Wealth Management’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 		$935K Buy
12,735
+2,438
+24% +$179K 0.25% 55
2026
Q1 		$758K Sell
10,297
-1,834
-15% -$136K 0.22% 54
2025
Q4 		$899K Sell
12,131
-3,609
-23% -$269K 0.28% 48
2025
Q3 		$1.17M Buy
15,740
+3,337
+27% +$246K 0.38% 40
2025
Q2 		$913K Buy
12,403
+1,885
+18% +$137K 0.33% 43
2025
Q1 		$773K Sell
10,518
-11,432
-52% -$830K 0.32% 39
2024
Q4 		$1.58M Sell
21,950
-1,245
-5% -$91K 0.73% 24
2024
Q3 		$1.74M Sell
23,195
-2,741
-11% -$203K 0.94% 25
2024
Q2 		$1.88M Sell
25,936
-3,678
-12% -$263K 1.12% 20
2024
Q1 		$2.15M Buy
29,614
+2,305
+8% +$167K 1.36% 18
2023
Q4 		$2.01M Buy
27,309
+234
+0.9% +$16.5K 1.36% 21
2023
Q3 		$1.89M Buy
27,075
+484
+2% +$34.6K 1.43% 18
2023
Q2 		$1.93M Buy
26,591
+8,621
+48% +$631K 1.42% 18
2023
Q1 		$1.33M Buy
17,970
+1,130
+7% +$82.7K 1.03% 25
2022
Q4 		$1.21M Buy
16,840
+321
+2% +$23K 1.05% 25
2022
Q3 		$1.18M Sell
16,519
-495
-3% -$37K 1.14% 25
2022
Q2 		$1.28M Buy
17,014
+25
+0.1% +$1.9K 1.25% 21
2022
Q1 		$1.35M Buy
16,989
+3,407
+25% +$278K 1.21% 20
2021
Q4 		$1.15M Buy
13,582
+428
+3% +$36.5K 0.98% 25
2021
Q3 		$1.12M Buy
13,154
+704
+6% +$60.8K 1.04% 28
2021
Q2 		$1.07M Buy
+12,450
New +$1.06M 1.03% 29

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

Penobscot Wealth Management's BND Position: Q2 2026 in Review

Penobscot Wealth Management increased its Vanguard Total Bond Market (BND) stake by 24% in Q2 2026, buying an estimated $179K and bringing the position to 12,735 shares worth $935K. The position accounts for 0.25% of the portfolio, ranked #55.

Penobscot Wealth Management first reported a position in BND in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.15M in Q1 2024. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Penobscot Wealth Management held 12,735 shares of Vanguard Total Bond Market worth $935K as of Q2 2026.
  • Penobscot Wealth Management bought 2,438 Vanguard Total Bond Market shares in Q2 2026, an estimated $179K.
  • Vanguard Total Bond Market made up 0.25% of Penobscot Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Penobscot Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 21 quarters since.
  • Penobscot Wealth Management's Vanguard Total Bond Market position peaked at $2.15M in Q1 2024.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.