Rothschild Investment LLC’s Vanguard Total Bond Market BND Stock Holding History

Rothschild Investment LLC’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	$362K	Sell	4,927 -3	-0.1%	-$220	0.01%	705
2026 Q1	$363K	Buy	4,930 +556	+13%	+$41.2K	0.02%	492
2025 Q4	$324K	Buy	4,374 +70	+2%	+$5.21K	0.02%	480
2025 Q3	$320K	Buy	4,304 +41	+1%	+$3.02K	0.02%	467
2025 Q2	$314K	Sell	4,263 -313	-7%	-$22.8K	0.02%	415
2025 Q1	$336K	Buy	4,576 +378	+9%	+$27.4K	0.02%	401
2024 Q4	$302K	Sell	4,198 -1,342	-24%	-$98.1K	0.02%	424
2024 Q3	$416K	Sell	5,540 -1,933	-26%	-$143K	0.03%	376
2024 Q2	$538K	Sell	7,473 -931	-11%	-$66.7K	0.04%	316
2024 Q1	$610K	Buy	8,404 +46	+0.6%	+$3.34K	0.04%	293
2023 Q4	$615K	Buy	+8,358	New	+$590K	0.05%	254

Other funds holding BND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Rothschild Investment LLC's BND Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Vanguard Total Bond Market (BND) stake by 0.06% in Q2 2026, selling an estimated $220 and leaving 4,927 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #705.

Rothschild Investment LLC first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $615K in Q4 2023. 1,237 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Rothschild Investment LLC held 4,927 shares of Vanguard Total Bond Market worth $362K as of Q2 2026.
Rothschild Investment LLC sold 3 Vanguard Total Bond Market shares in Q2 2026, an estimated $220.
Vanguard Total Bond Market made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #705 holding.
Rothschild Investment LLC first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Vanguard Total Bond Market position peaked at $615K in Q4 2023.
1,237 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.