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Perfromance Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Perfromance Wealth Partners’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 		$697K Buy
9,499
+1,151
+14% +$84.5K 0.02% 114
2026
Q1 		$615K Buy
8,348
+1,430
+21% +$106K 0.02% 109
2025
Q4 		$512K Sell
6,918
-853
-11% -$63.5K 0.01% 122
2025
Q3 		$578K Sell
7,771
-355
-4% -$26.1K 0.02% 106
2025
Q2 		$598K Buy
8,126
+1,140
+16% +$82.9K 0.02% 95
2025
Q1 		$513K Buy
6,986
+2,857
+69% +$207K 0.02% 91
2024
Q4 		$297K Sell
4,129
-80
-2% -$5.85K 0.01% 134
2024
Q3 		$316K Buy
4,209
+67
+2% +$4.96K 0.01% 139
2024
Q2 		$298K Sell
4,142
-11,585
-74% -$830K 0.01% 123
2024
Q1 		$1.14M Sell
15,727
-8,258
-34% -$599K 0.05% 63
2023
Q4 		$1.76M Sell
23,985
-7,694
-24% -$543K 0.08% 59
2023
Q3 		$2.21M Sell
31,679
-7,120
-18% -$508K 0.11% 58
2023
Q2 		$2.79M Buy
38,799
+1,152
+3% +$84.4K 0.13% 55
2023
Q1 		$2.78M Sell
37,647
-4,971
-12% -$364K 0.14% 51
2022
Q4 		$3.06M Sell
42,618
-884
-2% -$63.3K 0.18% 40
2022
Q3 		$3.1M Buy
43,502
+990
+2% +$74.1K 0.18% 38
2022
Q2 		$3.2M Sell
42,512
-330
-0.8% -$25.1K 0.18% 40
2022
Q1 		$3.41M Sell
42,842
-1,780
-4% -$145K 0.15% 42
2021
Q4 		$3.78M Buy
+44,622
New +$3.8M 0.15% 45

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

Perfromance Wealth Partners's BND Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 14% in Q2 2026, buying an estimated $84.5K and bringing the position to 9,499 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #114.

Perfromance Wealth Partners first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.78M in Q4 2021. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Perfromance Wealth Partners held 9,499 shares of Vanguard Total Bond Market worth $697K as of Q2 2026.
  • Perfromance Wealth Partners bought 1,151 Vanguard Total Bond Market shares in Q2 2026, an estimated $84.5K.
  • Vanguard Total Bond Market made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Vanguard Total Bond Market position peaked at $3.78M in Q4 2021.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.