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

Peterson 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	$238K	Buy	3,242 +32	+1%	+$2.35K	0.11%	41
2026 Q1	$236K	Buy	3,210 +21	+0.7%	+$1.56K	0.14%	41
2025 Q4	$236K	Buy	3,189 +41	+1%	+$3.05K	0.18%	39
2025 Q3	$234K	Buy	3,148 +10	+0.3%	+$736	0.16%	38
2025 Q2	$231K	Hold	3,138	–	–	0.14%	39
2025 Q1	$230K	Hold	3,138	–	–	0.16%	50
2024 Q4	$226K	Hold	3,138	–	–	0.13%	45
2024 Q3	$236K	Hold	3,138	–	–	0.15%	46
2024 Q2	$226K	Hold	3,138	–	–	0.14%	50
2024 Q1	$228K	Buy	+3,138	New	+$228K	0.16%	53

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

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

Peterson Wealth Management increased its Vanguard Total Bond Market (BND) stake by 1% in Q2 2026, buying an estimated $2.35K and bringing the position to 3,242 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #41.

Peterson Wealth Management first reported a position in BND in Q1 2024 and has held it in 10 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Peterson Wealth Management held 3,242 shares of Vanguard Total Bond Market worth $238K as of Q2 2026.
Peterson Wealth Management bought 32 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.35K.
Vanguard Total Bond Market made up 0.11% of Peterson Wealth Management's portfolio in Q2 2026, its #41 holding.
Peterson Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 10 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.