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Sovereign Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Sovereign Financial Group’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 		$865K Sell
11,783
-201
-2% -$14.7K 0.13% 147
2026
Q1 		$883K Sell
11,984
-599
-5% -$44.4K 0.15% 128
2025
Q4 		$932K Buy
12,583
+233
+2% +$17.3K 0.16% 118
2025
Q3 		$919K Buy
12,350
+779
+7% +$57.4K 0.17% 114
2025
Q2 		$852K Sell
11,571
-811
-7% -$59K 0.18% 110
2025
Q1 		$909K Sell
12,382
-232
-2% -$16.8K 0.21% 89
2024
Q4 		$907K Buy
12,614
+2,023
+19% +$148K 0.21% 91
2024
Q3 		$796K Sell
10,591
-78
-0.7% -$5.77K 0.19% 107
2024
Q2 		$769K Sell
10,669
-32
-0.3% -$2.29K 0.19% 106
2024
Q1 		$777K Sell
10,701
-134
-1% -$9.72K 0.21% 97
2023
Q4 		$797K Buy
10,835
+421
+4% +$29.7K 0.24% 77
2023
Q3 		$727K Sell
10,414
-3,754
-26% -$268K 0.26% 78
2023
Q2 		$1.03M Buy
14,168
+1,201
+9% +$88K 0.34% 71
2023
Q1 		$957K Buy
12,967
+492
+4% +$36K 0.36% 72
2022
Q4 		$896K Sell
12,475
-98
-0.8% -$7.02K 0.35% 78
2022
Q3 		$897K Sell
12,573
-167
-1% -$12.5K 0.36% 69
2022
Q2 		$959K Sell
12,740
-114
-0.9% -$8.68K 0.38% 68
2022
Q1 		$1.02M Buy
12,854
+733
+6% +$59.9K 0.38% 70
2021
Q4 		$1.03M Buy
12,121
+224
+2% +$19.1K 0.41% 65
2021
Q3 		$1.02M Sell
11,897
-723
-6% -$62.4K 0.58% 42
2021
Q2 		$1.07M Hold
12,620
– – 0.65% 39
2021
Q1 		$1.07M Buy
12,620
+3,474
+38% +$300K 0.67% 37
2020
Q4 		$807K Buy
+9,146
New +$805K 0.58% 46

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sovereign Financial Group's BND Position: Q2 2026 in Review

Sovereign Financial Group reduced its Vanguard Total Bond Market (BND) stake by 1.7% in Q2 2026, selling an estimated $14.7K and leaving 11,783 shares worth $865K. The position accounts for 0.13% of the portfolio, ranked #147.

Sovereign Financial Group first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q2 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sovereign Financial Group held 11,783 shares of Vanguard Total Bond Market worth $865K as of Q2 2026.
  • Sovereign Financial Group sold 201 Vanguard Total Bond Market shares in Q2 2026, an estimated $14.7K.
  • Vanguard Total Bond Market made up 0.13% of Sovereign Financial Group's portfolio in Q2 2026, its #147 holding.
  • Sovereign Financial Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Vanguard Total Bond Market position peaked at $1.07M in Q2 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.