Private Wealth Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Private Wealth Asset Management’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	$265K	Sell	3,615 -225	-6%	-$16.5K	0.03%	237
2026 Q1	$283K	Sell	3,840 -15,931	-81%	-$1.18M	0.03%	223
2025 Q4	$1.46M	Sell	19,771 -19,421	-50%	-$1.45M	0.16%	94
2025 Q3	$2.91M	Sell	39,192 -19,582	-33%	-$1.44M	0.34%	52
2025 Q2	$4.33M	Buy	58,774 +1,518	+3%	+$110K	0.57%	35
2025 Q1	$4.21M	Buy	+57,256	New	+$4.16M	0.6%	34

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

Private Wealth Asset Management's BND Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Vanguard Total Bond Market (BND) stake by 5.9% in Q2 2026, selling an estimated $16.5K and leaving 3,615 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #237.

Private Wealth Asset Management first reported a position in BND in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.33M in Q2 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Private Wealth Asset Management held 3,615 shares of Vanguard Total Bond Market worth $265K as of Q2 2026.
Private Wealth Asset Management sold 225 Vanguard Total Bond Market shares in Q2 2026, an estimated $16.5K.
Vanguard Total Bond Market made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #237 holding.
Private Wealth Asset Management first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Vanguard Total Bond Market position peaked at $4.33M in Q2 2025.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.