RIA Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

RIA Advisory Group’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	–	Sell	-2,754	Closed	-$202K	–	138
2026 Q2	$202K	Buy	+2,754	New	+$202K	0.04%	150
2026 Q1	–	Sell	-453,185	Closed	-$33.6M	–	151
2025 Q4	$33.6M	Buy	453,185 +40,755	+10%	+$3.03M	8.07%	4
2025 Q3	$30.7M	Buy	412,430 +21,013	+5%	+$1.55M	7.86%	4
2025 Q2	$28.8M	Sell	391,417 -4,492	-1%	-$327K	8.47%	3
2025 Q1	$29.1M	Buy	+395,909	New	+$28.7M	9.46%	2
2024 Q4	–	Sell	-451,968	Closed	-$33.9M	–	137
2024 Q3	$33.9M	Buy	+451,968	New	+$33.4M	11.99%	3
2023 Q4	–	Sell	-4,166	Closed	-$291K	–	126
2023 Q3	$291K	Buy	4,166 +647	+18%	+$46.2K	0.13%	83
2023 Q2	$256K	Sell	3,519 -1,390	-28%	-$102K	0.11%	94
2023 Q1	$362K	Sell	4,909 -1,213	-20%	-$88.8K	0.17%	80
2022 Q4	$411K	Buy	+6,122	New	+$439K	0.24%	64

Other funds holding BND

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

RIA Advisory Group's BND Position: Q3 2026 in Review

RIA Advisory Group sold out of Vanguard Total Bond Market (BND) in Q3 2026, closing a stake of 2,754 shares — an estimated $202K sold.

RIA Advisory Group first reported a position in BND in Q4 2022 and held it in 10 quarters. The position peaked at $33.9M in Q3 2024. 1,421 funds tracked by Wall St. Rank hold BND as of Q3 2026.

RIA Advisory Group reported no remaining Vanguard Total Bond Market position as of Q3 2026 after selling out during the quarter.
RIA Advisory Group sold 2,754 Vanguard Total Bond Market shares in Q3 2026, an estimated $202K.
RIA Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 10 quarters.
RIA Advisory Group's Vanguard Total Bond Market position peaked at $33.9M in Q3 2024.
1,421 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.