Strategic Investment Solutions’s Vanguard Total Bond Market BND Stock Holding History

Strategic Investment Solutions’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	$1.05M	Sell	14,344 -3,470	-19%	-$255K	0.24%	70
2026 Q1	$1.28M	Buy	17,814 +2,141	+14%	+$159K	0.31%	57
2025 Q4	$1.16M	Sell	15,673 -1,811	-10%	-$135K	0.28%	63
2025 Q3	$1.3M	Buy	17,484 +17,479	+349,580%	+$1.29M	0.34%	57
2025 Q2	$368	Sell	5 -622	-99%	-$45.2K	﹤0.01%	560
2025 Q1	$46.1K	Sell	627 -7	-1%	-$508	0.01%	206
2024 Q4	$45.6K	Buy	634 +5	+0.8%	+$366	0.02%	219
2024 Q3	$47.3K	Buy	629 +3	+0.5%	+$222	0.01%	199
2024 Q2	$46K	Buy	+626	New	+$44.8K	0.01%	189
2023 Q4	$47K	Sell	640 -82,865	-99%	-$5.85M	0.01%	487
2023 Q3	$5.96M	Buy	83,505 +82,323	+6,965%	+$5.88M	0.07%	126
2023 Q2	$86.2K	Sell	1,182 -908	-43%	-$66.5K	0.02%	232
2023 Q1	$154K	Buy	+2,090	New	+$153K	0.03%	205

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 Investment Solutions's BND Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Total Bond Market (BND) stake by 19% in Q2 2026, selling an estimated $255K and leaving 14,344 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #70.

Strategic Investment Solutions first reported a position in BND in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.96M in Q3 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Strategic Investment Solutions held 14,344 shares of Vanguard Total Bond Market worth $1.05M as of Q2 2026.
Strategic Investment Solutions sold 3,470 Vanguard Total Bond Market shares in Q2 2026, an estimated $255K.
Vanguard Total Bond Market made up 0.24% of Strategic Investment Solutions's portfolio in Q2 2026, its #70 holding.
Strategic Investment Solutions first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Vanguard Total Bond Market position peaked at $5.96M in Q3 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.