Seven Mile Advisory’s Vanguard Total Bond Market BND Stock Holding History

Seven Mile Advisory’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 Q1	$1.4M	Sell	18,954 -4,787	-20%	-$355K	1.01%	18
2025 Q4	$1.76M	Buy	23,741 +4,453	+23%	+$331K	0.3%	49
2025 Q3	$1.43M	Buy	19,288 +7,757	+67%	+$571K	0.23%	62
2025 Q2	$849K	Sell	11,531 -4,084	-26%	-$297K	0.51%	30
2025 Q1	$1.15M	Sell	15,615 -1,966	-11%	-$143K	0.77%	26
2024 Q4	$1.26M	Sell	17,581 -3,250	-16%	-$238K	0.81%	23
2024 Q3	$1.56M	Buy	20,831 +1,040	+5%	+$77K	1.04%	16
2024 Q2	$1.43M	Sell	19,791 -285	-1%	-$20.4K	1.05%	15
2024 Q1	$1.46M	Buy	20,076 +1,017	+5%	+$73.8K	1.11%	16
2023 Q4	$1.4M	Buy	19,059 +513	+3%	+$36.2K	1.22%	16
2023 Q3	$1.29M	Buy	18,546 +4,168	+29%	+$298K	1.36%	12
2023 Q2	$1.05M	Buy	+14,378	New	+$1.05M	1.22%	15

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Seven Mile Advisory's BND Position: Q1 2026 in Review

Seven Mile Advisory reduced its Vanguard Total Bond Market (BND) stake by 20% in Q1 2026, selling an estimated $355K and leaving 18,954 shares worth $1.4M. The position accounts for 1.01% of the portfolio, ranked #18.

Seven Mile Advisory first reported a position in BND in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.76M in Q4 2025. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Seven Mile Advisory held 18,954 shares of Vanguard Total Bond Market worth $1.4M as of Q1 2026.
Seven Mile Advisory sold 4,787 Vanguard Total Bond Market shares in Q1 2026, an estimated $355K.
Vanguard Total Bond Market made up 1.01% of Seven Mile Advisory's portfolio in Q1 2026, its #18 holding.
Seven Mile Advisory first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Vanguard Total Bond Market position peaked at $1.76M in Q4 2025.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.