Rockingstone Advisors’s Vanguard Total Bond Market BND Stock Holding History

Rockingstone Advisors’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	$257K	Hold	3,500	–	–	0.1%	103
2026 Q1	$258K	Hold	3,500	–	–	0.12%	101
2025 Q4	$259K	Hold	3,500	–	–	0.12%	102
2025 Q3	$260K	Sell	3,500 -500	-13%	-$36.8K	0.13%	97
2025 Q2	$295K	Sell	4,000 -1,190	-23%	-$86.5K	0.15%	92
2025 Q1	$381K	Hold	5,190	–	–	0.17%	87
2024 Q4	$373K	Buy	+5,190	New	+$379K	0.16%	89

Other funds holding BND

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 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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Rockingstone Advisors's BND Position: Q2 2026 in Review

Rockingstone Advisors held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 3,500 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #103.

Rockingstone Advisors first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $381K in Q1 2025. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Rockingstone Advisors held 3,500 shares of Vanguard Total Bond Market worth $257K as of Q2 2026.
Rockingstone Advisors left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.1% of Rockingstone Advisors's portfolio in Q2 2026, its #103 holding.
Rockingstone Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
Rockingstone Advisors's Vanguard Total Bond Market position peaked at $381K in Q1 2025.
923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.