Sherwood Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Sherwood Financial Partners’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	$37.1M	Buy	505,910 +3,971	+0.8%	+$291K	29.9%	2
2026 Q1	$37M	Buy	501,939 +9,972	+2%	+$740K	32.68%	1
2025 Q4	$36.4M	Buy	491,967 +11,990	+2%	+$892K	31.41%	2
2025 Q3	$35.7M	Buy	479,977 +4,079	+0.9%	+$300K	31.14%	2
2025 Q2	$35M	Buy	475,898 +11,652	+3%	+$847K	32.11%	2
2025 Q1	$34.1M	Buy	464,246 +12,912	+3%	+$937K	33.1%	1
2024 Q4	$32.5M	Buy	+451,334	New	+$33M	32.21%	2

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sherwood Financial Partners's BND Position: Q2 2026 in Review

Sherwood Financial Partners increased its Vanguard Total Bond Market (BND) stake by 0.79% in Q2 2026, buying an estimated $291K and bringing the position to 505,910 shares worth $37.1M. The position accounts for 29.9% of the portfolio, ranked #2.

Sherwood Financial Partners first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Sherwood Financial Partners held 505,910 shares of Vanguard Total Bond Market worth $37.1M as of Q2 2026.
Sherwood Financial Partners bought 3,971 Vanguard Total Bond Market shares in Q2 2026, an estimated $291K.
Vanguard Total Bond Market made up 29.9% of Sherwood Financial Partners's portfolio in Q2 2026, its #2 holding.
Sherwood Financial Partners first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sherwood Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.