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Stone House Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Stone House Investment 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 		$194K Sell
2,640
-1,722
-39% -$126K 0.03% 95
2026
Q1 		$321K Buy
4,362
+2,114
+94% +$157K 0.06% 56
2025
Q4 		$167K Buy
2,248
+159
+8% +$11.8K 0.03% 87
2025
Q3 		$155K Buy
2,089
+33
+2% +$2.43K 0.03% 89
2025
Q2 		$151K Buy
2,056
+1,985
+2,796% +$144K 0.03% 86
2025
Q1 		$5.21K Buy
+71
New +$5.15K ﹤0.01% 308

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

Stone House Investment Management's BND Position: Q2 2026 in Review

Stone House Investment Management reduced its Vanguard Total Bond Market (BND) stake by 39% in Q2 2026, selling an estimated $126K and leaving 2,640 shares worth $194K. The position accounts for 0.03% of the portfolio, ranked #95.

Stone House Investment Management first reported a position in BND in Q1 2025 and has held it in 6 quarters since. The position peaked at $321K in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Stone House Investment Management held 2,640 shares of Vanguard Total Bond Market worth $194K as of Q2 2026.
  • Stone House Investment Management sold 1,722 Vanguard Total Bond Market shares in Q2 2026, an estimated $126K.
  • Vanguard Total Bond Market made up 0.03% of Stone House Investment Management's portfolio in Q2 2026, its #95 holding.
  • Stone House Investment Management first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
  • Stone House Investment Management's Vanguard Total Bond Market position peaked at $321K in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.