Strategic Financial Concepts’s Vanguard Total Bond Market BND Stock Holding History

Strategic Financial Concepts’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	$918K	Sell	12,500 -1,439	-10%	-$106K	0.27%	81
2026 Q1	$1.03M	Buy	+13,939	New	+$1.03M	0.25%	93
2025 Q4	–	Sell	-11,849	Closed	-$881K	–	138
2025 Q3	$881K	Sell	11,849 -19,260	-62%	-$1.42M	0.13%	89
2025 Q2	$2.29M	Sell	31,109 -14,790	-32%	-$1.08M	0.32%	47
2025 Q1	$3.37M	Sell	45,899 -2,723	-6%	-$198K	0.63%	40
2024 Q4	$3.5M	Buy	48,622 +18,513	+61%	+$1.35M	0.67%	36
2024 Q3	$2.26M	Buy	30,109 +13,327	+79%	+$986K	0.72%	33
2024 Q2	$1.21M	Sell	16,782 -28,383	-63%	-$2.03M	0.7%	41
2024 Q1	$3.28M	Buy	45,165 +22,781	+102%	+$1.65M	0.79%	37
2023 Q4	$1.65M	Sell	22,384 -38,091	-63%	-$2.69M	0.98%	34
2023 Q3	$4.22M	Sell	60,475 -21,034	-26%	-$1.5M	1.43%	15
2023 Q2	$5.92M	Sell	81,509 -27,698	-25%	-$2.03M	2.18%	7
2023 Q1	$8.06M	Buy	+109,207	New	+$7.99M	3.25%	3

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

Strategic Financial Concepts's BND Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, selling an estimated $106K and leaving 12,500 shares worth $918K. The position accounts for 0.27% of the portfolio, ranked #81.

Strategic Financial Concepts first reported a position in BND in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.06M in Q1 2023. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Strategic Financial Concepts held 12,500 shares of Vanguard Total Bond Market worth $918K as of Q2 2026.
Strategic Financial Concepts sold 1,439 Vanguard Total Bond Market shares in Q2 2026, an estimated $106K.
Vanguard Total Bond Market made up 0.27% of Strategic Financial Concepts's portfolio in Q2 2026, its #81 holding.
Strategic Financial Concepts first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's Vanguard Total Bond Market position peaked at $8.06M in Q1 2023.
1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.