SteelPeak Wealth’s Vanguard Total Bond Market BND Stock Holding History

SteelPeak Wealth’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	$415K	Buy	5,652 +985	+21%	+$72.3K	0.01%	463
2026 Q1	$344K	Sell	4,667 -1,145	-20%	-$84.9K	0.01%	433
2025 Q4	$430K	Sell	5,812 -94	-2%	-$7K	0.01%	379
2025 Q3	$439K	Buy	+5,906	New	+$435K	0.01%	406
2025 Q2	–	Sell	-4,460	Closed	-$328K	–	581
2025 Q1	$328K	Buy	4,460 +48	+1%	+$3.48K	0.01%	400
2024 Q4	$317K	Buy	+4,412	New	+$323K	0.01%	407

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SteelPeak Wealth's BND Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard Total Bond Market (BND) stake by 21% in Q2 2026, buying an estimated $72.3K and bringing the position to 5,652 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #463.

SteelPeak Wealth first reported a position in BND in Q4 2024 and has held it in 6 quarters since. The position peaked at $439K in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

SteelPeak Wealth held 5,652 shares of Vanguard Total Bond Market worth $415K as of Q2 2026.
SteelPeak Wealth bought 985 Vanguard Total Bond Market shares in Q2 2026, an estimated $72.3K.
Vanguard Total Bond Market made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #463 holding.
SteelPeak Wealth first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
SteelPeak Wealth's Vanguard Total Bond Market position peaked at $439K in Q3 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.