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

Smallwood Wealth 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	$11.4K	Hold	155	–	–	0.01%	327
2026 Q1	$11.4K	Hold	155	–	–	0.01%	318
2025 Q4	$11.5K	Hold	155	–	–	0.01%	303
2025 Q3	$11.5K	Hold	155	–	–	0.01%	305
2025 Q2	$11.4K	Sell	155 -11	-7%	-$800	0.01%	301
2025 Q1	$12.2K	Buy	+166	New	+$12K	0.01%	292

Other funds holding BND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Smallwood Wealth Investment Management's BND Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 155 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #327.

Smallwood Wealth Investment Management first reported a position in BND in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.2K in Q1 2025. 1,113 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Smallwood Wealth Investment Management held 155 shares of Vanguard Total Bond Market worth $11.4K as of Q2 2026.
Smallwood Wealth Investment Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #327 holding.
Smallwood Wealth Investment Management first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Vanguard Total Bond Market position peaked at $12.2K in Q1 2025.
1,113 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.