Sheets Smith Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Sheets Smith Wealth 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	$677K	Buy	9,227 +102	+1%	+$7.49K	0.07%	264
2026 Q1	$672K	Buy	9,125 +1,413	+18%	+$105K	0.08%	245
2025 Q4	$571K	Buy	7,712 +2,283	+42%	+$170K	0.06%	263
2025 Q3	$404K	Buy	5,429 +154	+3%	+$11.3K	0.05%	311
2025 Q2	$388K	Sell	5,275 -48	-0.9%	-$3.49K	0.05%	314
2025 Q1	$391K	Sell	5,323 -40	-0.7%	-$2.9K	0.05%	278
2024 Q4	$386K	Sell	5,363 -22	-0.4%	-$1.61K	0.05%	295
2024 Q3	$404K	Sell	5,385 -48	-0.9%	-$3.55K	0.05%	280
2024 Q2	$391K	Sell	5,433 -43	-0.8%	-$3.08K	0.05%	279
2024 Q1	$398K	Sell	5,476 -48	-0.9%	-$3.48K	0.04%	291
2023 Q4	$406K	Sell	5,524 -100	-2%	-$7.06K	0.06%	247
2023 Q3	$392K	Sell	5,624 -100	-2%	-$7.14K	0.06%	237
2023 Q2	$416K	Hold	5,724	–	–	0.06%	226
2023 Q1	$423K	Hold	5,724	–	–	0.06%	219
2022 Q4	$411K	Hold	5,724	–	–	0.06%	218
2022 Q3	$408K	Hold	5,724	–	–	0.07%	206
2022 Q2	$431K	Hold	5,724	–	–	0.07%	197
2022 Q1	$455K	Sell	5,724 -120	-2%	-$9.8K	0.06%	227
2021 Q4	$495K	Hold	5,844	–	–	0.06%	234
2021 Q3	$499K	Sell	5,844 -554	-9%	-$47.8K	0.07%	220
2021 Q2	$550K	Buy	6,398 +50	+0.8%	+$4.26K	0.07%	208
2021 Q1	$538K	Buy	6,348 +194	+3%	+$16.7K	0.08%	196
2020 Q4	$543K	Buy	6,154 +4	+0.1%	+$352	0.08%	192
2020 Q3	$543K	Sell	6,150 -292	-5%	-$25.9K	0.09%	172
2020 Q2	$569K	Buy	6,442 +5	+0.1%	+$437	0.11%	146
2020 Q1	$549K	Buy	6,437 +4	+0.1%	+$340	0.12%	151
2019 Q4	$539K	Buy	6,433 +7	+0.1%	+$589	0.1%	203
2019 Q3	$543K	Buy	6,426 +6	+0.1%	+$503	0.11%	182
2019 Q2	$533K	Buy	6,420 +5	+0.1%	+$407	0.11%	195
2019 Q1	$521K	Buy	6,415 +4	+0.1%	+$319	0.11%	197
2018 Q4	$508K	Buy	6,411 +7	+0.1%	+$547	0.14%	160
2018 Q3	$504K	Buy	+6,404	New	+$506K	0.1%	212
2018 Q2	–	Sell	-3,944	Closed	-$315K	–	307
2018 Q1	$315K	Sell	3,944 -626	-14%	-$50.1K	0.08%	252
2017 Q4	$373K	Buy	4,570 +1,212	+36%	+$99K	0.09%	232
2017 Q3	$275K	Buy	3,358 +3	+0.1%	+$246	0.07%	269
2017 Q2	$274K	Buy	+3,355	New	+$274K	0.07%	253

Other funds holding BND

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Sheets Smith Wealth Management's BND Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Vanguard Total Bond Market (BND) stake by 1.1% in Q2 2026, buying an estimated $7.49K and bringing the position to 9,227 shares worth $677K. The position accounts for 0.07% of the portfolio, ranked #264.

Sheets Smith Wealth Management first reported a position in BND in Q2 2017 and has held it in 36 quarters since. 315 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Sheets Smith Wealth Management held 9,227 shares of Vanguard Total Bond Market worth $677K as of Q2 2026.
Sheets Smith Wealth Management bought 102 Vanguard Total Bond Market shares in Q2 2026, an estimated $7.49K.
Vanguard Total Bond Market made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #264 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2017 and has held it in 36 quarters since.
315 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.