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Sightline Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Sightline Wealth 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 		$29.1M Buy
395,782
+24,575
+7% +$1.8M 10.63% 1
2026
Q1 		$27.3M Buy
371,207
+12,685
+4% +$941K 11.57% 1
2025
Q4 		$26.6M Buy
358,522
+33,810
+10% +$2.52M 11.32% 1
2025
Q3 		$24.1M Sell
324,712
-3,351
-1% -$247K 10.9% 2
2025
Q2 		$24.2M Buy
328,063
+4,700
+1% +$342K 11.66% 2
2025
Q1 		$23.8M Buy
323,363
+20,282
+7% +$1.47M 12.52% 2
2024
Q4 		$21.8M Buy
303,081
+31,893
+12% +$2.33M 11.76% 2
2024
Q3 		$20.4M Buy
271,188
+81,499
+43% +$6.03M 11.22% 2
2024
Q2 		$13.7M Buy
189,689
+35,748
+23% +$2.56M 8.51% 2
2024
Q1 		$11.2M Buy
153,941
+48,271
+46% +$3.5M 7.36% 3
2023
Q4 		$7.77M Buy
105,670
+64,358
+156% +$4.54M 5.91% 5
2023
Q3 		$2.88M Buy
+41,312
New +$2.95M 2.69% 9

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

Sightline Wealth Advisors's BND Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 6.6% in Q2 2026, buying an estimated $1.8M and bringing the position to 395,782 shares worth $29.1M. The position accounts for 10.63% of the portfolio, ranked #1.

Sightline Wealth Advisors first reported a position in BND in Q3 2023 and has held it in 12 quarters since. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sightline Wealth Advisors held 395,782 shares of Vanguard Total Bond Market worth $29.1M as of Q2 2026.
  • Sightline Wealth Advisors bought 24,575 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.8M.
  • Vanguard Total Bond Market made up 10.63% of Sightline Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Sightline Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 12 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.