RW Investment Management’s Vanguard Total Bond Market BND Stock Holding History

RW Investment 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	$2.81M	Hold	38,301	–	–	0.25%	27
2026 Q1	$2.82M	Buy	+38,301	New	+$2.84M	0.27%	26
2025 Q3	$2.84M	Sell	38,216 -1,066	-3%	-$78.5K	0.29%	22
2025 Q2	$2.89M	Sell	39,282 -2	-0%	-$145	0.32%	22
2025 Q1	$2.89M	Buy	39,284 +462	+1%	+$33.5K	0.35%	19
2024 Q4	$2.79M	Buy	38,822 +1,321	+4%	+$96.6K	0.34%	20
2024 Q3	$2.82M	Buy	37,501 +337	+0.9%	+$24.9K	0.35%	18
2024 Q2	$2.68M	Hold	37,164	–	–	0.36%	18
2024 Q1	$2.7M	Buy	+37,164	New	+$2.7M	0.38%	18

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

RW Investment Management's BND Position: Q2 2026 in Review

RW Investment Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 38,301 shares worth $2.81M. The position accounts for 0.25% of the portfolio, ranked #27.

RW Investment Management first reported a position in BND in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.89M in Q2 2025. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

RW Investment Management held 38,301 shares of Vanguard Total Bond Market worth $2.81M as of Q2 2026.
RW Investment Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.25% of RW Investment Management's portfolio in Q2 2026, its #27 holding.
RW Investment Management first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 9 quarters since.
RW Investment Management's Vanguard Total Bond Market position peaked at $2.89M in Q2 2025.
1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

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