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Stegner Investment Associates’s Vanguard Total Bond Market BND Stock Holding History

Stegner Investment Associates’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 		$504K Buy
6,869
+1,856
+37% +$136K 0.24% 20
2026
Q1 		$369K Buy
5,013
+230
+5% +$17.1K 0.2% 22
2025
Q4 		$354K Sell
4,783
-1,181
-20% -$87.9K 0.19% 21
2025
Q3 		$444K Buy
5,964
+170
+3% +$12.5K 0.24% 21
2025
Q2 		$427K Sell
5,794
-235
-4% -$17.1K 0.26% 18
2025
Q1 		$443K Buy
6,029
+224
+4% +$16.3K 0.31% 18
2024
Q4 		$417K Buy
5,805
+536
+10% +$39.2K 0.28% 20
2024
Q3 		$396K Sell
5,269
-233
-4% -$17.2K 0.27% 20
2024
Q2 		$396K Buy
5,502
+218
+4% +$15.6K 0.29% 19
2024
Q1 		$384K Buy
5,284
+319
+6% +$23.1K 0.28% 19
2023
Q4 		$365K Sell
4,965
-34
-0.7% -$2.4K 0.29% 19
2023
Q3 		$349K Buy
4,999
+259
+5% +$18.5K 0.3% 20
2023
Q2 		$345K Buy
4,740
+267
+6% +$19.6K 0.28% 19
2023
Q1 		$329K Buy
4,473
+463
+12% +$33.9K 0.29% 19
2022
Q4 		$288K Buy
4,010
+36
+0.9% +$2.58K 0.26% 21
2022
Q3 		$280K Buy
3,974
+26
+0.7% +$1.95K 0.27% 19
2022
Q2 		$297K Buy
3,948
+18
+0.5% +$1.37K 0.29% 19
2022
Q1 		$313K Buy
3,930
+523
+15% +$42.7K 0.25% 20
2021
Q4 		$289K Buy
+3,407
New +$290K 0.21% 21

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

Stegner Investment Associates's BND Position: Q2 2026 in Review

Stegner Investment Associates increased its Vanguard Total Bond Market (BND) stake by 37% in Q2 2026, buying an estimated $136K and bringing the position to 6,869 shares worth $504K. The position accounts for 0.24% of the portfolio, ranked #20.

Stegner Investment Associates first reported a position in BND in Q4 2021 and has held it in 19 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Stegner Investment Associates held 6,869 shares of Vanguard Total Bond Market worth $504K as of Q2 2026.
  • Stegner Investment Associates bought 1,856 Vanguard Total Bond Market shares in Q2 2026, an estimated $136K.
  • Vanguard Total Bond Market made up 0.24% of Stegner Investment Associates's portfolio in Q2 2026, its #20 holding.
  • Stegner Investment Associates first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.