SWM
BND icon

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

Sherman 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 		$219K Sell
2,978
-126
-4% -$9.25K 0.16% 83
2026
Q1 		$229K Sell
3,104
-2,000
-39% -$148K 0.2% 72
2025
Q4 		$378K Buy
+5,104
New +$380K 0.33% 53

Other funds holding BND

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
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
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

Sherman Wealth Management's BND Position: Q2 2026 in Review

Sherman Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 4.1% in Q2 2026, selling an estimated $9.25K and leaving 2,978 shares worth $219K. The position accounts for 0.16% of the portfolio, ranked #83.

Sherman Wealth Management first reported a position in BND in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 1,344 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sherman Wealth Management held 2,978 shares of Vanguard Total Bond Market worth $219K as of Q2 2026.
  • Sherman Wealth Management sold 126 Vanguard Total Bond Market shares in Q2 2026, an estimated $9.25K.
  • Vanguard Total Bond Market made up 0.16% of Sherman Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Sherman Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's Vanguard Total Bond Market position peaked at $378K in Q4 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.