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Riverpoint Wealth Management Holdings’s Vanguard Total Bond Market BND Stock Holding History

Riverpoint Wealth Management Holdings’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 		$641K Sell
8,731
-253
-3% -$18.6K 0.12% 40
2026
Q1 		$662K Buy
8,984
+449
+5% +$33.3K 0.14% 41
2025
Q4 		$632K Sell
8,535
-122
-1% -$9.08K 0.14% 41
2025
Q3 		$644K Sell
8,657
-395
-4% -$29.1K 0.14% 40
2025
Q2 		$666K Sell
9,052
-158
-2% -$11.5K 0.16% 37
2025
Q1 		$676K Buy
9,210
+473
+5% +$34.3K 0.17% 33
2024
Q4 		$628K Buy
8,737
+35
+0.4% +$2.56K 0.16% 37
2024
Q3 		$654K Sell
8,702
-204
-2% -$15.1K 0.17% 33
2024
Q2 		$642K Buy
8,906
+242
+3% +$17.3K 0.18% 32
2024
Q1 		$629K Buy
8,664
+939
+12% +$68.1K 0.18% 31
2023
Q4 		$568K Buy
7,725
+90
+1% +$6.35K 0.17% 32
2023
Q3 		$533K Buy
7,635
+11
+0.1% +$785 0.18% 31
2023
Q2 		$554K Buy
7,624
+436
+6% +$31.9K 0.18% 29
2023
Q1 		$531K Buy
+7,188
New +$526K 0.18% 28

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

Riverpoint Wealth Management Holdings's BND Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings reduced its Vanguard Total Bond Market (BND) stake by 2.8% in Q2 2026, selling an estimated $18.6K and leaving 8,731 shares worth $641K. The position accounts for 0.12% of the portfolio, ranked #40.

Riverpoint Wealth Management Holdings first reported a position in BND in Q1 2023 and has held it in 14 quarters since. The position peaked at $676K in Q1 2025. 1,816 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 8,731 shares of Vanguard Total Bond Market worth $641K as of Q2 2026.
  • Riverpoint Wealth Management Holdings sold 253 Vanguard Total Bond Market shares in Q2 2026, an estimated $18.6K.
  • Vanguard Total Bond Market made up 0.12% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #40 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
  • Riverpoint Wealth Management Holdings's Vanguard Total Bond Market position peaked at $676K in Q1 2025.
  • 1,816 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.