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Stonebridge Financial Planning Group’s Vanguard Total Bond Market BND Stock Holding History

Stonebridge Financial Planning Group’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 		$234K Sell
3,191
-781
-20% -$57.3K 0.07% 166
2026
Q1 		$293K Sell
3,972
-30,748
-89% -$2.28M 0.11% 148
2025
Q4 		$2.57M Buy
34,720
+1,872
+6% +$139K 0.93% 28
2025
Q3 		$2.44M Buy
32,848
+2,373
+8% +$175K 0.92% 29
2025
Q2 		$2.24M Sell
30,475
-1,169
-4% -$85K 0.94% 31
2025
Q1 		$2.32M Buy
31,644
+301
+1% +$21.8K 1.06% 28
2024
Q4 		$2.25M Buy
31,343
+342
+1% +$25K 1.01% 28
2024
Q3 		$2.33M Buy
31,001
+1,188
+4% +$87.9K 1.11% 23
2024
Q2 		$2.15M Buy
29,813
+2,501
+9% +$179K 1.08% 25
2024
Q1 		$1.98M Buy
27,312
+4,783
+21% +$347K 1.05% 26
2023
Q4 		$1.66M Buy
+22,529
New +$1.59M 0.95% 30

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

Stonebridge Financial Planning Group's BND Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Vanguard Total Bond Market (BND) stake by 20% in Q2 2026, selling an estimated $57.3K and leaving 3,191 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #166.

Stonebridge Financial Planning Group first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.57M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Stonebridge Financial Planning Group held 3,191 shares of Vanguard Total Bond Market worth $234K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 781 Vanguard Total Bond Market shares in Q2 2026, an estimated $57.3K.
  • Vanguard Total Bond Market made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #166 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • Stonebridge Financial Planning Group's Vanguard Total Bond Market position peaked at $2.57M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.