Persium Advisors’s Vanguard Total Bond Market BND Stock Holding History

Persium 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	$330K	Hold	4,499	–	–	0.22%	59
2026 Q1	$331K	Hold	4,499	–	–	0.26%	51
2025 Q4	$333K	Hold	4,499	–	–	0.24%	52
2025 Q3	$335K	Hold	4,499	–	–	0.25%	53
2025 Q2	$331K	Hold	4,499	–	–	0.27%	51
2025 Q1	$330K	Hold	4,499	–	–	0.31%	48
2024 Q4	$324K	Buy	+4,499	New	+$329K	0.32%	47

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

Persium Advisors's BND Position: Q2 2026 in Review

Persium Advisors held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 4,499 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #59.

Persium Advisors first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Persium Advisors held 4,499 shares of Vanguard Total Bond Market worth $330K as of Q2 2026.
Persium Advisors left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.22% of Persium Advisors's portfolio in Q2 2026, its #59 holding.
Persium Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
Persium Advisors's Vanguard Total Bond Market position peaked at $335K in Q3 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.