Strait & Sound Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Strait & Sound 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	$417K	Buy	5,680 +1,087	+24%	+$79.8K	0.15%	106
2026 Q1	$338K	Buy	4,593 +1,672	+57%	+$124K	0.13%	120
2025 Q4	$216K	Buy	2,921 +115	+4%	+$8.56K	0.08%	140
2025 Q3	$209K	Hold	2,806	–	–	0.08%	138
2025 Q2	$207K	Sell	2,806 -100	-3%	-$7.27K	0.09%	139
2025 Q1	$213K	Buy	2,906 +100	+4%	+$7.26K	0.1%	139
2024 Q4	$202K	Hold	2,806	–	–	0.09%	144
2024 Q3	$211K	Hold	2,806	–	–	0.1%	137
2024 Q2	$202K	Buy	+2,806	New	+$201K	0.1%	142
2023 Q2	–	Sell	-2,998	Closed	-$221K	–	108
2023 Q1	$221K	Sell	2,998 -3	-0.1%	-$220	0.22%	102
2022 Q4	$222K	Buy	+3,001	New	+$215K	0.24%	99

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Strait & Sound Wealth Management's BND Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Vanguard Total Bond Market (BND) stake by 24% in Q2 2026, buying an estimated $79.8K and bringing the position to 5,680 shares worth $417K. The position accounts for 0.15% of the portfolio, ranked #106.

Strait & Sound Wealth Management first reported a position in BND in Q4 2022 and has held it in 11 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Strait & Sound Wealth Management held 5,680 shares of Vanguard Total Bond Market worth $417K as of Q2 2026.
Strait & Sound Wealth Management bought 1,087 Vanguard Total Bond Market shares in Q2 2026, an estimated $79.8K.
Vanguard Total Bond Market made up 0.15% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #106 holding.
Strait & Sound Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 11 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.