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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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 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. 348 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.
  • 348 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.