Pinnacle Wealth Planning Services’s Vanguard Total Bond Market BND Stock Holding History

Pinnacle Wealth Planning Services’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	$875K	Sell	11,917 -2,061	-15%	-$151K	0.08%	133
2026 Q1	$1.03M	Sell	13,978 -389	-3%	-$28.9K	0.11%	109
2025 Q4	$1.06M	Sell	14,367 -212	-1%	-$15.8K	0.11%	93
2025 Q3	$1.08M	Sell	14,579 -386	-3%	-$28.4K	0.13%	93
2025 Q2	$1.1M	Buy	14,965 +1,455	+11%	+$106K	0.14%	89
2025 Q1	$992K	Buy	13,510 +1,465	+12%	+$106K	0.15%	85
2024 Q4	$866K	Buy	+12,045	New	+$881K	0.13%	92
2023 Q2	–	Sell	-2,712	Closed	-$200K	–	464
2023 Q1	$200K	Buy	+2,712	New	+$198K	0.03%	407
2020 Q2	–	Sell	-2,923	Closed	-$249K	–	274
2020 Q1	$249K	Sell	2,923 -115	-4%	-$9.77K	0.12%	157
2019 Q4	$254K	Buy	3,038 +96	+3%	+$8.07K	0.12%	177
2019 Q3	$248K	Sell	2,942 -2,256	-43%	-$189K	0.14%	145
2019 Q2	$432K	Sell	5,198 -1,160	-18%	-$94.5K	0.26%	75
2019 Q1	$516K	Buy	+6,358	New	+$508K	0.35%	54

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

Pinnacle Wealth Planning Services's BND Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard Total Bond Market (BND) stake by 15% in Q2 2026, selling an estimated $151K and leaving 11,917 shares worth $875K. The position accounts for 0.08% of the portfolio, ranked #133.

Pinnacle Wealth Planning Services first reported a position in BND in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.1M in Q2 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Pinnacle Wealth Planning Services held 11,917 shares of Vanguard Total Bond Market worth $875K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2,061 Vanguard Total Bond Market shares in Q2 2026, an estimated $151K.
Vanguard Total Bond Market made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #133 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Vanguard Total Bond Market position peaked at $1.1M in Q2 2025.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.