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Straight Path Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Straight Path Wealth 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 		$4.7M Buy
64,077
+34,083
+114% +$2.5M 1.1% 15
2026
Q1 		$2.21M Buy
29,994
+190
+0.6% +$14.1K 0.59% 24
2025
Q4 		$2.21M Buy
29,804
+383
+1% +$28.5K 0.6% 24
2025
Q3 		$2.19M Buy
29,421
+284
+1% +$20.9K 0.59% 26
2025
Q2 		$2.15M Buy
29,137
+283
+1% +$20.6K 0.73% 22
2025
Q1 		$2.12M Sell
28,854
-325
-1% -$23.6K 0.86% 18
2024
Q4 		$2.1M Buy
29,179
+554
+2% +$40.5K 0.83% 17
2024
Q3 		$2.15M Buy
28,625
+259
+0.9% +$19.2K 0.93% 15
2024
Q2 		$2.04M Buy
28,366
+4,801
+20% +$344K 1.05% 15
2024
Q1 		$1.71M Buy
23,565
+176
+0.8% +$12.8K 0.96% 16
2023
Q4 		$1.72M Buy
23,389
+219
+0.9% +$15.5K 1.01% 15
2023
Q3 		$1.62M Buy
23,170
+185
+0.8% +$13.2K 1.1% 15
2023
Q2 		$1.67M Sell
22,985
-346
-1% -$25.3K 1.15% 15
2023
Q1 		$1.72M Buy
23,331
+66
+0.3% +$4.83K 1.37% 16
2022
Q4 		$1.67M Buy
23,265
+121
+0.5% +$8.67K 1.6% 15
2022
Q3 		$1.65M Buy
23,144
+139
+0.6% +$10.4K 1.48% 15
2022
Q2 		$1.73M Buy
23,005
+145
+0.6% +$11K 1.7% 15
2022
Q1 		$1.82M Buy
22,860
+2,320
+11% +$190K 1.54% 16
2021
Q4 		$1.74M Buy
+20,540
New +$1.75M 1.52% 13

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

Straight Path Wealth Management's BND Position: Q2 2026 in Review

Straight Path Wealth Management increased its Vanguard Total Bond Market (BND) stake by 114% in Q2 2026, buying an estimated $2.5M and bringing the position to 64,077 shares worth $4.7M. The position accounts for 1.1% of the portfolio, ranked #15.

Straight Path Wealth Management first reported a position in BND in Q4 2021 and has held it in 19 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Straight Path Wealth Management held 64,077 shares of Vanguard Total Bond Market worth $4.7M as of Q2 2026.
  • Straight Path Wealth Management bought 34,083 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.5M.
  • Vanguard Total Bond Market made up 1.1% of Straight Path Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Straight Path Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.