SMI Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

SMI Advisory Services’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	$515K	Sell	7,035 -348	-5%	-$25.5K	0.08%	40
2026 Q1	$542K	Buy	7,383 +232	+3%	+$17.2K	0.09%	42
2025 Q4	$531K	Buy	7,151 +29	+0.4%	+$2.16K	0.09%	36
2025 Q3	$529K	Buy	7,122 +613	+9%	+$45.1K	0.1%	34
2025 Q2	$473K	Sell	6,509 -818	-11%	-$59.5K	0.09%	33
2025 Q1	$534K	Buy	7,327 +1,200	+20%	+$87.1K	0.12%	19
2024 Q4	$436K	Sell	6,127 -1,068	-15%	-$78.1K	0.1%	43
2024 Q3	$534K	Hold	7,195	–	–	0.12%	44
2024 Q2	$521K	Buy	+7,195	New	+$515K	0.13%	45
2024 Q1	–	Sell	-12,729	Closed	-$933K	–	56
2023 Q4	$933K	Buy	12,729 +3,958	+45%	+$279K	0.24%	26
2023 Q3	$611K	Buy	+8,771	New	+$626K	0.22%	27
2023 Q1	$594K	Sell	8,272 -112	-1%	-$8.2K	0.2%	29
2022 Q4	$598K	Hold	8,384	–	–	0.19%	26
2022 Q3	$598K	Sell	8,384 -3,289	-28%	-$246K	0.19%	26
2022 Q2	$879K	Buy	11,673 +188	+2%	+$14.3K	0.31%	21
2022 Q1	$914K	Buy	11,485 +2,337	+26%	+$191K	0.32%	19
2021 Q4	$775K	Buy	9,148 +1,696	+23%	+$144K	0.29%	24
2021 Q3	$637K	Sell	7,452 -182	-2%	-$15.7K	0.29%	20
2021 Q2	$656K	Buy	7,634 +260	+4%	+$22.2K	0.28%	20
2021 Q1	$625K	Buy	+7,374	New	+$636K	0.28%	21

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

SMI Advisory Services's BND Position: Q2 2026 in Review

SMI Advisory Services reduced its Vanguard Total Bond Market (BND) stake by 4.7% in Q2 2026, selling an estimated $25.5K and leaving 7,035 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #40.

SMI Advisory Services first reported a position in BND in Q1 2021 and has held it in 20 quarters since. The position peaked at $933K in Q4 2023. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

SMI Advisory Services held 7,035 shares of Vanguard Total Bond Market worth $515K as of Q2 2026.
SMI Advisory Services sold 348 Vanguard Total Bond Market shares in Q2 2026, an estimated $25.5K.
Vanguard Total Bond Market made up 0.08% of SMI Advisory Services's portfolio in Q2 2026, its #40 holding.
SMI Advisory Services first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 20 quarters since.
SMI Advisory Services's Vanguard Total Bond Market position peaked at $933K in Q4 2023.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.