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Sovereign Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Sovereign Investment Advisors’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 		$14.6M Buy
198,831
+24,419
+14% +$1.79M 2.74% 10
2026
Q1 		$12.8M Buy
174,412
+15,212
+10% +$1.13M 2.72% 11
2025
Q4 		$11.8M Buy
159,200
+1,115
+0.7% +$83K 2.95% 11
2025
Q3 		$11.8M Sell
158,085
-24,600
-13% -$1.81M 3.21% 9
2025
Q2 		$13.5M Buy
182,685
+6,659
+4% +$484K 3.7% 8
2025
Q1 		$12.8M Sell
176,026
-4,394
-2% -$319K 4.45% 7
2024
Q4 		$13M Buy
180,420
+1,721
+1% +$126K 3.86% 7
2024
Q3 		$13.4M Buy
178,699
+3,444
+2% +$255K 4.4% 7
2024
Q2 		$12.9M Sell
175,255
-771
-0.4% -$55.2K 4.81% 7
2024
Q1 		$12.8M Buy
176,026
+771
+0.4% +$56K 4.41% 7
2023
Q4 		$12.9M Buy
175,255
+1,526
+0.9% +$108K 4.81% 7
2023
Q3 		$12.1M Buy
173,729
+1,628
+0.9% +$116K 4.75% 6
2023
Q2 		$12.5M Buy
172,101
+14,383
+9% +$1.05M 4.73% 6
2023
Q1 		$11.6M Buy
157,718
+616
+0.4% +$45.1K 4.62% 6
2022
Q4 		$11.3M Buy
157,102
+1,196
+0.8% +$85.7K 4.74% 6
2022
Q3 		$11.1M Buy
155,906
+791
+0.5% +$59.2K 4.98% 6
2022
Q2 		$11.7M Buy
155,115
+817
+0.5% +$62.2K 5.06% 5
2022
Q1 		$12.3M Buy
154,298
+415
+0.3% +$33.9K 4.83% 6
2021
Q4 		$13M Buy
153,883
+1,002
+0.7% +$85.3K 5.08% 5
2021
Q3 		$13.1M Buy
152,881
+591
+0.4% +$51K 5.21% 5
2021
Q2 		$13.1M Buy
152,290
+675
+0.4% +$57.6K 4.94% 5
2021
Q1 		$12.8M Buy
151,615
+390
+0.3% +$33.6K 5.1% 5
2020
Q4 		$13.3M Buy
151,225
+1,041
+0.7% +$91.6K 5.41% 5
2020
Q3 		$13.2M Buy
150,184
+661
+0.4% +$58.6K 5.19% 5
2020
Q2 		$13.2M Buy
149,523
+756
+0.5% +$66.1K 6% 4
2020
Q1 		$12.7M Buy
148,767
+26,503
+22% +$2.25M 6.57% 4
2019
Q4 		$10.3M Buy
+122,264
New +$10.3M 4.65% 6

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 Investment Advisors's BND Position: Q2 2026 in Review

Sovereign Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 14% in Q2 2026, buying an estimated $1.79M and bringing the position to 198,831 shares worth $14.6M. The position accounts for 2.74% of the portfolio, ranked #10.

Sovereign Investment Advisors first reported a position in BND in Q4 2019 and has held it in 27 quarters since. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sovereign Investment Advisors held 198,831 shares of Vanguard Total Bond Market worth $14.6M as of Q2 2026.
  • Sovereign Investment Advisors bought 24,419 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.79M.
  • Vanguard Total Bond Market made up 2.74% of Sovereign Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Sovereign Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • 1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.