RWS
BND icon

Retirement Wealth Solutions’s Vanguard Total Bond Market BND Stock Holding History

Retirement Wealth Solutions’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 		$716K Buy
10,202
+466
+5% +$33.6K 0.38% 43
2026
Q2 		$715K Buy
9,736
+55
+0.6% +$4.04K 0.39% 43
2026
Q1 		$713K Buy
9,681
+602
+7% +$44.7K 0.45% 38
2025
Q4 		$672K Buy
9,079
+335
+4% +$24.9K 0.42% 36
2025
Q3 		$650K Buy
8,744
+117
+1% +$8.62K 0.43% 37
2025
Q2 		$635K Buy
8,627
+82
+1% +$5.96K 0.46% 32
2025
Q1 		$628K Buy
8,545
+257
+3% +$18.7K 0.51% 33
2024
Q4 		$590K Buy
+8,288
New +$606K 0.5% 28

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Retirement Wealth Solutions's BND Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Vanguard Total Bond Market (BND) stake by 4.8% in Q3 2026, buying an estimated $33.6K and bringing the position to 10,202 shares worth $716K. The position accounts for 0.38% of the portfolio, ranked #43.

Retirement Wealth Solutions first reported a position in BND in Q4 2024 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Retirement Wealth Solutions held 10,202 shares of Vanguard Total Bond Market worth $716K as of Q3 2026.
  • Retirement Wealth Solutions bought 466 Vanguard Total Bond Market shares in Q3 2026, an estimated $33.6K.
  • Vanguard Total Bond Market made up 0.38% of Retirement Wealth Solutions's portfolio in Q3 2026, its #43 holding.
  • Retirement Wealth Solutions first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
  • 78 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.