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Schwarz Dygos Wheeler Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$413K Sell
5,625
-45
-0.8% -$3.3K 0.08% 118
2026
Q1 		$418K Hold
5,670
– – 0.09% 114
2025
Q4 		$420K Buy
5,670
+45
+0.8% +$3.35K 0.09% 111
2025
Q3 		$418K Hold
5,625
– – 0.09% 111
2025
Q2 		$414K Sell
5,625
-1,332
-19% -$96.9K 0.09% 111
2025
Q1 		$511K Buy
6,957
+339
+5% +$24.6K 0.12% 104
2024
Q4 		$476K Buy
6,618
+592
+10% +$43.3K 0.12% 106
2024
Q3 		$453K Sell
6,026
-178
-3% -$13.2K 0.11% 106
2024
Q2 		$447K Buy
6,204
+471
+8% +$33.7K 0.12% 98
2024
Q1 		$416K Hold
5,733
– – 0.12% 104
2023
Q4 		$422K Hold
5,733
– – 0.13% 101
2023
Q3 		$400K Hold
5,733
– – 0.14% 99
2023
Q2 		$417K Hold
5,733
– – 0.14% 96
2023
Q1 		$423K Sell
5,733
-276
-5% -$20.2K 0.15% 89
2022
Q4 		$432K Buy
6,009
+276
+5% +$19.8K 0.17% 86
2022
Q3 		$409K Hold
5,733
– – 0.18% 77
2022
Q2 		$431K Hold
5,733
– – 0.17% 80
2022
Q1 		$456K Hold
5,733
– – 0.15% 87
2021
Q4 		$486K Hold
5,733
– – 0.16% 85
2021
Q3 		$490K Buy
5,733
+1,732
+43% +$150K 0.18% 81
2021
Q2 		$344K Hold
4,001
– – 0.12% 96
2021
Q1 		$339K Hold
4,001
– – 0.14% 91
2020
Q4 		$353K Buy
+4,001
New +$352K 0.17% 76

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

Schwarz Dygos Wheeler Investment Advisors's BND Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.79% in Q2 2026, selling an estimated $3.3K and leaving 5,625 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #118.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $511K in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 5,625 shares of Vanguard Total Bond Market worth $413K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 45 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.3K.
  • Vanguard Total Bond Market made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Vanguard Total Bond Market position peaked at $511K in Q1 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.