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Principal Securities’s Vanguard Total Bond Market BND Stock Holding History

Principal Securities’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 		$34.2M Buy
465,841
+57,959
+14% +$4.25M 0.41% 45
2026
Q1 		$30M Buy
407,882
+9,381
+2% +$696K 0.44% 41
2025
Q4 		$29.5M Buy
398,501
+6,349
+2% +$473K 0.46% 42
2025
Q3 		$29.2M Buy
392,152
+41,681
+12% +$3.07M 0.48% 38
2025
Q2 		$25.8M Sell
350,471
-23,608
-6% -$1.72M 0.48% 40
2025
Q1 		$26.9M Hold
374,079
– – 0.6% 33
2024
Q4 		$26.9M Buy
374,079
+90,724
+32% +$6.63M 0.61% 33
2024
Q3 		$21.3M Buy
283,355
+21,032
+8% +$1.56M 0.51% 36
2024
Q2 		$18.9M Buy
262,323
+12,849
+5% +$920K 0.52% 34
2024
Q1 		$18.1M Buy
249,474
+17,111
+7% +$1.24M 0.56% 33
2023
Q4 		$17.1M Buy
+232,363
New +$16.4M 0.64% 30

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

Principal Securities's BND Position: Q2 2026 in Review

Principal Securities increased its Vanguard Total Bond Market (BND) stake by 14% in Q2 2026, buying an estimated $4.25M and bringing the position to 465,841 shares worth $34.2M. The position accounts for 0.41% of the portfolio, ranked #45.

Principal Securities first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,823 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Principal Securities held 465,841 shares of Vanguard Total Bond Market worth $34.2M as of Q2 2026.
  • Principal Securities bought 57,959 Vanguard Total Bond Market shares in Q2 2026, an estimated $4.25M.
  • Vanguard Total Bond Market made up 0.41% of Principal Securities's portfolio in Q2 2026, its #45 holding.
  • Principal Securities first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.