Simplicity Wealth’s Vanguard Total Bond Market BND Stock Holding History

Simplicity Wealth’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	$1.33M	Sell	18,131 -51,499	-74%	-$3.78M	0.04%	359
2026 Q1	$5.13M	Buy	69,630 +11,322	+19%	+$840K	0.29%	82
2025 Q4	$4.32M	Buy	58,308 +11,269	+24%	+$839K	0.26%	89
2025 Q3	$3.5M	Sell	47,039 -10,004	-18%	-$737K	0.2%	115
2025 Q2	$4.2M	Buy	57,043 +38,793	+213%	+$2.82M	0.17%	130
2025 Q1	$1.34M	Buy	18,250 +13,060	+252%	+$948K	0.1%	202
2024 Q4	$373K	Sell	5,190 -3,548	-41%	-$259K	0.08%	202
2024 Q3	$656K	Sell	8,738 -83,186	-90%	-$6.16M	0.06%	252
2024 Q2	$6.62M	Sell	91,924 -309	-0.3%	-$22.1K	0.15%	142
2024 Q1	$6.7M	Buy	92,233 +87,561	+1,874%	+$6.35M	0.16%	130
2023 Q4	$344K	Sell	4,672 -412	-8%	-$29.1K	0.13%	130
2023 Q3	$355K	Buy	+5,084	New	+$363K	0.21%	55
2023 Q1	–	Sell	-3,454	Closed	-$248K	–	70
2022 Q4	$248K	Buy	+3,454	New	+$247K	0.22%	59

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

Simplicity Wealth's BND Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard Total Bond Market (BND) stake by 74% in Q2 2026, selling an estimated $3.78M and leaving 18,131 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #359.

Simplicity Wealth first reported a position in BND in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.7M in Q1 2024. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Simplicity Wealth held 18,131 shares of Vanguard Total Bond Market worth $1.33M as of Q2 2026.
Simplicity Wealth sold 51,499 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.78M.
Vanguard Total Bond Market made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #359 holding.
Simplicity Wealth first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 13 quarters since.
Simplicity Wealth's Vanguard Total Bond Market position peaked at $6.7M in Q1 2024.
1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.