Sloy Dahl & Holst’s Vanguard Total Bond Market BND Stock Holding History

Sloy Dahl & Holst’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	$2.28M	Buy	31,002 +178	+0.6%	+$13.1K	0.28%	27
2026 Q1	$2.27M	Buy	30,824 +286	+0.9%	+$21.2K	0.31%	24
2025 Q4	$2.26M	Buy	30,538 +15,526	+103%	+$1.16M	0.27%	25
2025 Q3	$1.12M	Buy	15,012 +1,854	+14%	+$137K	0.12%	44
2025 Q2	$969K	Buy	13,158 +630	+5%	+$45.8K	0.13%	42
2025 Q1	$920K	Buy	12,528 +1,439	+13%	+$104K	0.16%	42
2024 Q4	$797K	Buy	11,089 +5,340	+93%	+$390K	0.1%	45
2024 Q3	$432K	Buy	5,749 +174	+3%	+$12.9K	0.07%	59
2024 Q2	$402K	Hold	5,575	–	–	0.08%	55
2024 Q1	$405K	Buy	5,575 +399	+8%	+$29K	0.1%	54
2023 Q4	$381K	Sell	5,176 -4	-0.1%	-$282	0.08%	59
2023 Q3	$361K	Hold	5,180	–	–	0.08%	55
2023 Q2	$377K	Buy	5,180 +1,301	+34%	+$95.3K	0.07%	50
2023 Q1	$286K	Buy	+3,879	New	+$284K	0.06%	53

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

Sloy Dahl & Holst's BND Position: Q2 2026 in Review

Sloy Dahl & Holst increased its Vanguard Total Bond Market (BND) stake by 0.58% in Q2 2026, buying an estimated $13.1K and bringing the position to 31,002 shares worth $2.28M. The position accounts for 0.28% of the portfolio, ranked #27.

Sloy Dahl & Holst first reported a position in BND in Q1 2023 and has held it in 14 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Sloy Dahl & Holst held 31,002 shares of Vanguard Total Bond Market worth $2.28M as of Q2 2026.
Sloy Dahl & Holst bought 178 Vanguard Total Bond Market shares in Q2 2026, an estimated $13.1K.
Vanguard Total Bond Market made up 0.28% of Sloy Dahl & Holst's portfolio in Q2 2026, its #27 holding.
Sloy Dahl & Holst first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.