SIM
BND icon

Sims Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Sims Investment 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 		$664K Sell
9,041
-605
-6% -$44.4K 0.21% 27
2026
Q1 		$710K Sell
9,646
-3
-0% -$223 0.26% 24
2025
Q4 		$715K Sell
9,649
-487
-5% -$36.2K 0.25% 26
2025
Q3 		$754K Sell
10,136
-3,437
-25% -$253K 0.27% 25
2025
Q2 		$999K Buy
13,573
+846
+7% +$61.5K 0.4% 20
2025
Q1 		$935K Buy
12,727
+7,305
+135% +$530K 0.42% 20
2024
Q4 		$390K Buy
+5,422
New +$396K 0.22% 27

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

Sims Investment Management's BND Position: Q2 2026 in Review

Sims Investment Management reduced its Vanguard Total Bond Market (BND) stake by 6.3% in Q2 2026, selling an estimated $44.4K and leaving 9,041 shares worth $664K. The position accounts for 0.21% of the portfolio, ranked #27.

Sims Investment Management first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $999K in Q2 2025. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sims Investment Management held 9,041 shares of Vanguard Total Bond Market worth $664K as of Q2 2026.
  • Sims Investment Management sold 605 Vanguard Total Bond Market shares in Q2 2026, an estimated $44.4K.
  • Vanguard Total Bond Market made up 0.21% of Sims Investment Management's portfolio in Q2 2026, its #27 holding.
  • Sims Investment Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • Sims Investment Management's Vanguard Total Bond Market position peaked at $999K in Q2 2025.
  • 1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.