Petra Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Petra Financial 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	$616K	Buy	+8,389	New	+$616K	0.29%	85
2026 Q1	–	Sell	-7,692	Closed	-$570K	–	123
2025 Q4	$570K	Buy	7,692 +600	+8%	+$44.7K	0.33%	83
2025 Q3	$527K	Buy	7,092 +582	+9%	+$42.9K	0.31%	87
2025 Q2	$479K	Buy	+6,510	New	+$473K	0.3%	88
2024 Q3	–	Sell	-5,813	Closed	-$419K	–	139
2024 Q2	$419K	Sell	5,813 -4,867	-46%	-$349K	0.3%	85
2024 Q1	$785K	Hold	10,680	–	–	0.58%	54
2023 Q4	$786K	Sell	10,680 -420	-4%	-$29.7K	0.66%	45
2023 Q3	$775K	Buy	+11,100	New	+$792K	0.65%	50
2023 Q2	–	Sell	-16,499	Closed	-$1.22M	–	109
2023 Q1	$1.22M	Sell	16,499 -910	-5%	-$66.6K	1.21%	22
2022 Q4	$1.25M	Buy	+17,409	New	+$1.25M	1.38%	25

Other funds holding BND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Petra Financial Advisors's BND Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 8,389 shares worth $616K. The stake represents 0.29% of the portfolio and ranks #85 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in BND as recently as Q4 2025.

Petra Financial Advisors first reported a position in BND in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2022. 1,031 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Petra Financial Advisors held 8,389 shares of Vanguard Total Bond Market worth $616K as of Q2 2026.
Vanguard Total Bond Market was a new Petra Financial Advisors position in Q2 2026.
Vanguard Total Bond Market made up 0.29% of Petra Financial Advisors's portfolio in Q2 2026, its #85 holding.
Petra Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 10 quarters since.
Petra Financial Advisors's Vanguard Total Bond Market position peaked at $1.25M in Q4 2022.
1,031 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.