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Sincerus Advisory’s Vanguard Total Bond Market BND Stock Holding History

Sincerus Advisory’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 		$1.53M Sell
20,780
-1,101
-5% -$80.8K 1.04% 27
2026
Q1 		$1.61M Buy
21,881
+4,417
+25% +$328K 1.22% 25
2025
Q4 		$1.29M Buy
17,464
+317
+2% +$23.6K 1.04% 29
2025
Q3 		$1.28M Buy
17,147
+157
+0.9% +$11.6K 1.09% 26
2025
Q2 		$1.24M Buy
16,990
+773
+5% +$56.2K 1.17% 27
2025
Q1 		$1.19M Buy
16,217
+548
+3% +$39.8K 1.26% 28
2024
Q4 		$1.13M Buy
+15,669
New +$1.15M 1.21% 28

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

Sincerus Advisory's BND Position: Q2 2026 in Review

Sincerus Advisory reduced its Vanguard Total Bond Market (BND) stake by 5% in Q2 2026, selling an estimated $80.8K and leaving 20,780 shares worth $1.53M. The position accounts for 1.04% of the portfolio, ranked #27.

Sincerus Advisory first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sincerus Advisory held 20,780 shares of Vanguard Total Bond Market worth $1.53M as of Q2 2026.
  • Sincerus Advisory sold 1,101 Vanguard Total Bond Market shares in Q2 2026, an estimated $80.8K.
  • Vanguard Total Bond Market made up 1.04% of Sincerus Advisory's portfolio in Q2 2026, its #27 holding.
  • Sincerus Advisory first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • Sincerus Advisory's Vanguard Total Bond Market position peaked at $1.61M in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.