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Pension & Wealth Management Advisors’s Vanguard Total Bond Market BND Stock Holding History

Pension & Wealth Management 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 		$1.1K Hold
14
– – ﹤0.01% 515
2026
Q1 		$1.09K Hold
14
– – ﹤0.01% 483
2025
Q4 		$1.09K Hold
14
– – ﹤0.01% 490
2025
Q3 		$1.08K Hold
14
– – ﹤0.01% 504
2025
Q2 		$1.06K Hold
14
– – ﹤0.01% 459
2025
Q1 		$1.04K Hold
14
– – ﹤0.01% 438
2024
Q4 		$1.02K Buy
+14
New +$1.02K ﹤0.01% 437

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pension & Wealth Management Advisors's BND Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 14 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Pension & Wealth Management Advisors first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Pension & Wealth Management Advisors held 14 shares of Vanguard Total Bond Market worth $1.1K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #515 holding.
  • Pension & Wealth Management Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.