PRI
BND icon

Prepared Retirement Institute’s Vanguard Total Bond Market BND Stock Holding History

Prepared Retirement Institute’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 		$8.61M Sell
117,220
-640
-0.5% -$47K 3.66% 9
2026
Q1 		$8.68M Buy
117,860
+508
+0.4% +$37.7K 4.31% 9
2025
Q4 		$8.69M Buy
117,352
+3,279
+3% +$244K 4.37% 8
2025
Q3 		$8.48M Buy
114,073
+1,551
+1% +$114K 4.42% 8
2025
Q2 		$8.28M Sell
112,522
-8,612
-7% -$626K 4.88% 6
2025
Q1 		$8.9M Sell
121,134
-33,742
-22% -$2.45M 5.68% 5
2024
Q4 		$11.1M Buy
154,876
+12,943
+9% +$946K 6.36% 5
2024
Q3 		$10.7M Buy
141,933
+7,247
+5% +$536K 6.45% 5
2024
Q2 		$9.7M Buy
134,686
+10,658
+9% +$763K 6.43% 6
2024
Q1 		$9.01M Buy
124,028
+31,284
+34% +$2.27M 6.72% 6
2023
Q4 		$6.82M Buy
+92,744
New +$6.55M 5.11% 6

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

Prepared Retirement Institute's BND Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Vanguard Total Bond Market (BND) stake by 0.54% in Q2 2026, selling an estimated $47K and leaving 117,220 shares worth $8.61M. The position accounts for 3.66% of the portfolio, ranked #9.

Prepared Retirement Institute first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Prepared Retirement Institute held 117,220 shares of Vanguard Total Bond Market worth $8.61M as of Q2 2026.
  • Prepared Retirement Institute sold 640 Vanguard Total Bond Market shares in Q2 2026, an estimated $47K.
  • Vanguard Total Bond Market made up 3.66% of Prepared Retirement Institute's portfolio in Q2 2026, its #9 holding.
  • Prepared Retirement Institute first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • Prepared Retirement Institute's Vanguard Total Bond Market position peaked at $11.1M in Q4 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.