Private Client Services’s Vanguard Total Bond Market BND Stock Holding History

Private Client 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	$7.62M	Buy	103,868 +1,955	+2%	+$143K	2%	14
2026 Q1	$7.5M	Sell	101,913 -247	-0.2%	-$18.3K	2.24%	11
2025 Q4	$7.57M	Buy	102,160 +10,220	+11%	+$761K	2.36%	9
2025 Q3	$6.84M	Buy	91,940 +45,767	+99%	+$3.37M	2.29%	9
2025 Q2	$3.4M	Buy	46,173 +19,839	+75%	+$1.44M	1.32%	17
2025 Q1	$1.93M	Buy	26,334 +10,954	+71%	+$795K	0.96%	28
2024 Q4	$1.11M	Sell	15,380 -5,006	-25%	-$366K	0.59%	47
2024 Q3	$1.53M	Buy	20,386 +3,538	+21%	+$262K	0.82%	38
2024 Q2	$1.21M	Buy	16,848 +785	+5%	+$56.2K	0.76%	36
2024 Q1	$1.17M	Buy	16,063 +3,689	+30%	+$268K	0.78%	39
2023 Q4	$910K	Buy	+12,374	New	+$874K	0.75%	33

Other funds holding BND

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return