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Pinnacle Family Advisors’s Vanguard Total Bond Market BND Stock Holding History

Pinnacle Family 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 		$2.71M Sell
36,942
-144
-0.4% -$10.6K 1.14% 21
2026
Q1 		$2.73M Buy
37,086
+7,206
+24% +$535K 1.28% 20
2025
Q4 		$2.21M Buy
29,880
+908
+3% +$67.6K 0.97% 22
2025
Q3 		$2.15M Buy
28,972
+9,063
+46% +$667K 0.94% 24
2025
Q2 		$1.47M Buy
19,909
+4,808
+32% +$350K 0.71% 31
2025
Q1 		$1.11M Buy
+15,101
New +$1.1M 0.6% 40

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

Pinnacle Family Advisors's BND Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.39% in Q2 2026, selling an estimated $10.6K and leaving 36,942 shares worth $2.71M. The position accounts for 1.14% of the portfolio, ranked #21.

Pinnacle Family Advisors first reported a position in BND in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.73M in Q1 2026. 1,824 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Pinnacle Family Advisors held 36,942 shares of Vanguard Total Bond Market worth $2.71M as of Q2 2026.
  • Pinnacle Family Advisors sold 144 Vanguard Total Bond Market shares in Q2 2026, an estimated $10.6K.
  • Vanguard Total Bond Market made up 1.14% of Pinnacle Family Advisors's portfolio in Q2 2026, its #21 holding.
  • Pinnacle Family Advisors first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
  • Pinnacle Family Advisors's Vanguard Total Bond Market position peaked at $2.73M in Q1 2026.
  • 1,824 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.