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Safeguard Investment Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Safeguard Investment Advisory Group’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 		$486K Buy
6,623
+3,600
+119% +$264K 0.11% 88
2026
Q1 		$223K Sell
3,023
-934
-24% -$69.3K 0.06% 125
2025
Q4 		$293K Sell
3,957
-9,088
-70% -$676K 0.08% 104
2025
Q3 		$970K Sell
13,045
-578
-4% -$42.6K 0.24% 43
2025
Q2 		$1M Buy
+13,623
New +$991K 0.25% 43
2025
Q1 		– Sell
-2,850
Closed -$205K – 142
2024
Q4 		$205K Buy
+2,850
New +$208K 0.06% 110
2023
Q1 		– Sell
-4,206
Closed -$302K – 101
2022
Q4 		$302K Sell
4,206
-1,173
-22% -$84K 0.19% 72
2022
Q3 		$383K Buy
5,379
+1,052
+24% +$78.7K 0.26% 54
2022
Q2 		$344K Hold
4,327
– – 0.21% 67
2022
Q1 		$344K Sell
4,327
-302
-7% -$24.7K 0.23% 59
2021
Q4 		$392K Buy
4,629
+55
+1% +$4.68K 0.23% 59
2021
Q3 		$390K Sell
4,574
-3,962
-46% -$342K 0.25% 55
2021
Q2 		$733K Sell
8,536
-3,798
-31% -$324K 0.52% 34
2021
Q1 		$1.04M Sell
12,334
-3,298
-21% -$284K 0.93% 24
2020
Q4 		$1.38M Buy
+15,632
New +$1.38M 1.22% 18

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Safeguard Investment Advisory Group's BND Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Vanguard Total Bond Market (BND) stake by 119% in Q2 2026, buying an estimated $264K and bringing the position to 6,623 shares worth $486K. The position accounts for 0.11% of the portfolio, ranked #88.

Safeguard Investment Advisory Group first reported a position in BND in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.38M in Q4 2020. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Safeguard Investment Advisory Group held 6,623 shares of Vanguard Total Bond Market worth $486K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 3,600 Vanguard Total Bond Market shares in Q2 2026, an estimated $264K.
  • Vanguard Total Bond Market made up 0.11% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #88 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 15 quarters since.
  • Safeguard Investment Advisory Group's Vanguard Total Bond Market position peaked at $1.38M in Q4 2020.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.