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Sterling Investment Advisors (Pennsylvania)’s Vanguard Total Bond Market BND Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$481K Hold
6,550
– – 0.08% 152
2026
Q1 		$482K Hold
6,550
– – 0.09% 143
2025
Q4 		$485K Sell
6,550
-725
-10% -$54K 0.09% 148
2025
Q3 		$541K Hold
7,275
– – 0.11% 129
2025
Q2 		$536K Buy
7,275
+1,870
+35% +$136K 0.12% 125
2025
Q1 		$397K Hold
5,405
– – 0.1% 137
2024
Q4 		$389K Hold
5,405
– – 0.09% 119
2024
Q3 		$406K Buy
5,405
+1,625
+43% +$120K 0.1% 112
2024
Q2 		$272K Hold
3,780
– – 0.07% 123
2024
Q1 		$275K Buy
3,780
+115
+3% +$8.35K 0.08% 127
2023
Q4 		$270K Sell
3,665
-375
-9% -$26.5K 0.08% 120
2023
Q3 		$282K Hold
4,040
– – 0.1% 112
2023
Q2 		$294K Hold
4,040
– – 0.1% 113
2023
Q1 		$298K Buy
4,040
+140
+4% +$10.2K 0.1% 113
2022
Q4 		$280K Sell
3,900
-1,300
-25% -$93.1K 0.1% 117
2022
Q3 		$371K Sell
5,200
-250
-5% -$18.7K 0.14% 106
2022
Q2 		$410K Hold
5,450
– – 0.14% 103
2022
Q1 		$433K Sell
5,450
-3,400
-38% -$278K 0.12% 115
2021
Q4 		$750K Sell
8,850
-1,475
-14% -$126K 0.21% 98
2021
Q3 		$882K Sell
10,325
-400
-4% -$34.5K 0.26% 88
2021
Q2 		$921K Sell
10,725
-5,358
-33% -$457K 0.27% 87
2021
Q1 		$1.36M Sell
16,083
-3,456
-18% -$298K 0.44% 68
2020
Q4 		$1.72M Sell
19,539
-117
-0.6% -$10.3K 0.59% 59
2020
Q3 		$1.73M Buy
19,656
+1,167
+6% +$103K 0.67% 48
2020
Q2 		$1.63M Buy
18,489
+144
+0.8% +$12.6K 0.68% 47
2020
Q1 		$1.56M Buy
18,345
+890
+5% +$75.6K 0.83% 37
2019
Q4 		$1.46M Hold
17,455
– – 0.67% 46
2019
Q3 		$1.47M Buy
17,455
+5,674
+48% +$476K 0.75% 43
2019
Q2 		$979K Buy
11,781
+10,656
+947% +$868K 0.5% 59
2019
Q1 		$91K Buy
+1,125
New +$89.8K 0.05% 156

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

Sterling Investment Advisors (Pennsylvania)'s BND Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 6,550 shares worth $481K. The position accounts for 0.08% of the portfolio, ranked #152.

Sterling Investment Advisors (Pennsylvania) first reported a position in BND in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.73M in Q3 2020. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 6,550 shares of Vanguard Total Bond Market worth $481K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.08% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #152 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 30 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Vanguard Total Bond Market position peaked at $1.73M in Q3 2020.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.