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Spire Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Spire Wealth Management’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 		$998K Buy
13,597
+42
+0.3% +$3.08K 0.03% 387
2026
Q1 		$998K Buy
13,555
+3,682
+37% +$273K 0.03% 385
2025
Q4 		$731K Buy
9,873
+1,056
+12% +$78.6K 0.02% 460
2025
Q3 		$656K Sell
8,817
-11,635
-57% -$857K 0.02% 468
2025
Q2 		$1.51M Sell
20,452
-7,825
-28% -$569K 0.05% 286
2025
Q1 		$2.08M Buy
28,277
+5,373
+23% +$390K 0.07% 259
2024
Q4 		$1.65M Sell
22,904
-599
-3% -$43.8K 0.05% 275
2024
Q3 		$1.77M Sell
23,503
-22,135
-49% -$1.64M 0.06% 261
2024
Q2 		$3.29M Sell
45,638
-66,712
-59% -$4.78M 0.12% 168
2024
Q1 		$8.16M Sell
112,350
-34,482
-23% -$2.5M 0.15% 106
2023
Q4 		$10.7M Buy
146,832
+34,617
+31% +$2.44M 0.35% 58
2023
Q3 		$7.83M Sell
112,215
-8,613
-7% -$615K 0.3% 71
2023
Q2 		$8.78M Sell
120,828
-13,868
-10% -$1.02M 0.32% 67
2023
Q1 		$9.94M Sell
134,696
-8,561
-6% -$626K 0.39% 56
2022
Q4 		$10.3M Buy
143,257
+124,071
+647% +$8.89M 0.58% 39
2022
Q3 		$1.37M Sell
19,186
-1,141
-6% -$85.4K 0.08% 169
2022
Q2 		$1.53M Sell
20,327
-3,782
-16% -$288K 0.06% 245
2022
Q1 		$2.04M Sell
24,109
-3,663
-13% -$299K 0.05% 269
2021
Q4 		$2.35M Sell
27,772
-2,662
-9% -$227K 0.05% 284
2021
Q3 		$2.6M Sell
30,434
-851
-3% -$73.5K 0.07% 244
2021
Q2 		$2.69M Sell
31,285
-1,181
-4% -$101K 0.07% 240
2021
Q1 		$2.61M Buy
+32,466
New +$2.8M 0.07% 236

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

Spire Wealth Management's BND Position: Q2 2026 in Review

Spire Wealth Management increased its Vanguard Total Bond Market (BND) stake by 0.31% in Q2 2026, buying an estimated $3.08K and bringing the position to 13,597 shares worth $998K. The position accounts for 0.03% of the portfolio, ranked #387.

Spire Wealth Management first reported a position in BND in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.7M in Q4 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Spire Wealth Management held 13,597 shares of Vanguard Total Bond Market worth $998K as of Q2 2026.
  • Spire Wealth Management bought 42 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.08K.
  • Vanguard Total Bond Market made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Spire Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Total Bond Market position peaked at $10.7M in Q4 2023.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.