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RTD Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

RTD Financial 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 		$7.49M Buy
102,066
+9,328
+10% +$684K 0.82% 37
2026
Q1 		$6.83M Buy
92,738
+2,871
+3% +$213K 0.84% 36
2025
Q4 		$6.66M Sell
89,867
-575,302
-86% -$42.8M 0.81% 36
2025
Q3 		$49.5M Buy
665,169
+14,318
+2% +$1.05M 5.95% 2
2025
Q2 		$47.9M Sell
650,851
-18,064
-3% -$1.31M 6.13% 2
2025
Q1 		$49.1M Sell
668,915
-8,423
-1% -$611K 6.6% 2
2024
Q4 		$48.7M Buy
677,338
+16,264
+2% +$1.19M 6.25% 2
2024
Q3 		$49.7M Buy
661,074
+15,284
+2% +$1.13M 6.29% 2
2024
Q2 		$46.5M Sell
645,790
-32,558
-5% -$2.33M 6.26% 4
2024
Q1 		$49.3M Sell
678,348
-3,736
-0.5% -$271K 6.63% 3
2023
Q4 		$50.2M Sell
682,084
-4,967
-0.7% -$351K 7.04% 3
2023
Q3 		$47.9M Sell
687,051
-16,566
-2% -$1.18M 7.32% 3
2023
Q2 		$51.1M Sell
703,617
-7,552
-1% -$553K 7.44% 3
2023
Q1 		$52.5M Sell
711,169
-6,911
-1% -$506K 8.12% 3
2022
Q4 		$51.6M Sell
718,080
-21,406
-3% -$1.53M 8.41% 3
2022
Q3 		$52.7M Sell
739,486
-13,965
-2% -$1.05M 9.71% 2
2022
Q2 		$56.7M Sell
753,451
-120,119
-14% -$9.14M 8.7% 3
2022
Q1 		$69.5M Sell
873,570
-27,535
-3% -$2.25M 9.38% 3
2021
Q4 		$76.4M Buy
+901,105
New +$76.7M 10% 3

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

RTD Financial Advisors's BND Position: Q2 2026 in Review

RTD Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, buying an estimated $684K and bringing the position to 102,066 shares worth $7.49M. The position accounts for 0.82% of the portfolio, ranked #37.

RTD Financial Advisors first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $76.4M in Q4 2021. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • RTD Financial Advisors held 102,066 shares of Vanguard Total Bond Market worth $7.49M as of Q2 2026.
  • RTD Financial Advisors bought 9,328 Vanguard Total Bond Market shares in Q2 2026, an estimated $684K.
  • Vanguard Total Bond Market made up 0.82% of RTD Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • RTD Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's Vanguard Total Bond Market position peaked at $76.4M in Q4 2021.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.