Pinnacle Wealth Planning Services
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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
Q3 		$834K Sell
11,885
-32
-0.3% -$2.31K 0.08% 145
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% -$9.8K 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

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's BND Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard Total Bond Market (BND) stake by 0.27% in Q3 2026, selling an estimated $2.31K and leaving 11,885 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #145.

Pinnacle Wealth Planning Services first reported a position in BND in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.1M in Q2 2025. 805 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Pinnacle Wealth Planning Services held 11,885 shares of Vanguard Total Bond Market worth $834K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 32 Vanguard Total Bond Market shares in Q3 2026, an estimated $2.31K.
  • Vanguard Total Bond Market made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #145 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Total Bond Market position peaked at $1.1M in Q2 2025.
  • 805 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.