SageGuard Financial Group’s Vanguard Total Bond Market BND Stock Holding History

SageGuard Financial 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	$830K	Sell	11,304 -2,132	-16%	-$156K	0.12%	114
2026 Q1	$989K	Sell	13,436 -8,344	-38%	-$619K	0.15%	95
2025 Q4	$1.61M	Buy	+21,780	New	+$1.62M	0.26%	71
2021 Q3	–	Sell	-4,819	Closed	-$414K	–	31
2021 Q2	$414K	Sell	4,819 -581	-11%	-$49.6K	0.19%	93
2021 Q1	$457K	Buy	5,400 +330	+7%	+$28.5K	0.21%	80
2020 Q4	$444K	Buy	+5,070	New	+$446K	0.21%	73

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

SageGuard Financial Group's BND Position: Q2 2026 in Review

SageGuard Financial Group reduced its Vanguard Total Bond Market (BND) stake by 16% in Q2 2026, selling an estimated $156K and leaving 11,304 shares worth $830K. The position accounts for 0.12% of the portfolio, ranked #114.

SageGuard Financial Group first reported a position in BND in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.61M in Q4 2025. 1,259 funds tracked by Wall St. Rank hold BND as of Q2 2026.

SageGuard Financial Group held 11,304 shares of Vanguard Total Bond Market worth $830K as of Q2 2026.
SageGuard Financial Group sold 2,132 Vanguard Total Bond Market shares in Q2 2026, an estimated $156K.
Vanguard Total Bond Market made up 0.12% of SageGuard Financial Group's portfolio in Q2 2026, its #114 holding.
SageGuard Financial Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Vanguard Total Bond Market position peaked at $1.61M in Q4 2025.
1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.