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Robertson Stephens Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Robertson Stephens Wealth 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 		$1.56M Buy
21,317
+581
+3% +$42.6K 0.04% 244
2026
Q1 		$1.53M Buy
20,736
+2,138
+11% +$159K 0.04% 239
2025
Q4 		$1.38M Sell
18,598
-3,339
-15% -$249K 0.04% 254
2025
Q3 		$1.63M Sell
21,937
-342
-2% -$25.2K 0.05% 202
2025
Q2 		$1.64M Buy
22,279
+2,712
+14% +$197K 0.05% 210
2025
Q1 		$1.44M Sell
19,567
-930
-5% -$67.5K 0.05% 223
2024
Q4 		$1.47M Buy
20,497
+7,174
+54% +$525K 0.05% 224
2024
Q3 		$1M Buy
13,323
+5,173
+63% +$383K 0.04% 282
2024
Q2 		$587K Buy
+8,150
New +$584K 0.03% 308
2024
Q1 		– Sell
-3,105
Closed -$228K – 495
2023
Q4 		$228K Buy
+3,105
New +$219K 0.01% 422
2022
Q3 		– Sell
-5,029
Closed -$378K – 362
2022
Q2 		$378K Buy
+5,029
New +$383K 0.04% 271
2022
Q1 		– Sell
-2,792
Closed -$236K – 386
2021
Q4 		$236K Sell
2,792
-158
-5% -$13.5K 0.02% 358
2021
Q3 		$252K Sell
2,950
-2,073
-41% -$179K 0.03% 269
2021
Q2 		$431K Sell
5,023
-517
-9% -$44.1K 0.05% 223
2021
Q1 		$469K Sell
5,540
-3,865
-41% -$333K 0.08% 182
2020
Q4 		$829K Buy
9,405
+2,319
+33% +$204K 0.17% 98
2020
Q3 		$625K Buy
7,086
+1,463
+26% +$130K 0.15% 118
2020
Q2 		$496K Buy
5,623
+1,829
+48% +$160K 0.14% 110
2020
Q1 		$324K Buy
+3,794
New +$322K 0.11% 131

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Robertson Stephens Wealth Management's BND Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Total Bond Market (BND) stake by 2.8% in Q2 2026, buying an estimated $42.6K and bringing the position to 21,317 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #244.

Robertson Stephens Wealth Management first reported a position in BND in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.64M in Q2 2025. 914 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Robertson Stephens Wealth Management held 21,317 shares of Vanguard Total Bond Market worth $1.56M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 581 Vanguard Total Bond Market shares in Q2 2026, an estimated $42.6K.
  • Vanguard Total Bond Market made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Total Bond Market position peaked at $1.64M in Q2 2025.
  • 914 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.