SMI Advisory Services
BND icon

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
Q3 		$494K Buy
7,036
+1
+0% +$72 0.08% 40
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

SMI Advisory Services's BND Position: Q3 2026 in Review

SMI Advisory Services increased its Vanguard Total Bond Market (BND) stake by 0.01% in Q3 2026, buying an estimated $72 and bringing the position to 7,036 shares worth $494K. 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 21 quarters since. The position peaked at $933K in Q4 2023. 626 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • SMI Advisory Services held 7,036 shares of Vanguard Total Bond Market worth $494K as of Q3 2026.
  • SMI Advisory Services bought 1 Vanguard Total Bond Market share in Q3 2026, an estimated $72.
  • Vanguard Total Bond Market made up 0.08% of SMI Advisory Services's portfolio in Q3 2026, its #40 holding.
  • SMI Advisory Services first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 21 quarters since.
  • SMI Advisory Services's Vanguard Total Bond Market position peaked at $933K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.