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Strategies Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Strategies Wealth Advisors’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 		$2.43M Sell
33,070
-633
-2% -$46.4K 0.22% 49
2026
Q1 		$2.48M Buy
33,703
+451
+1% +$33.5K 0.25% 38
2025
Q4 		$2.46M Sell
33,252
-2,694
-7% -$201K 0.25% 35
2025
Q3 		$2.67M Sell
35,946
-988
-3% -$72.8K 0.28% 31
2025
Q2 		$2.72M Sell
36,934
-10,047
-21% -$731K 0.3% 33
2025
Q1 		$3.45M Sell
46,981
-27,659
-37% -$2.01M 0.42% 27
2024
Q4 		$5.4M Sell
74,640
-346,716
-82% -$25.3M 0.67% 19
2024
Q3 		$31.6M Buy
421,356
+10,537
+3% +$780K 4.23% 8
2024
Q2 		$29.6M Buy
410,819
+37,166
+10% +$2.66M 4.31% 7
2024
Q1 		$27.1M Buy
373,653
+12,497
+3% +$907K 4.18% 9
2023
Q4 		$26.6M Buy
361,156
+32,008
+10% +$2.26M 4.54% 8
2023
Q3 		$23M Buy
329,148
+13,713
+4% +$979K 4.51% 7
2023
Q2 		$22.9M Buy
315,435
+9,574
+3% +$701K 4.69% 7
2023
Q1 		$22.6M Buy
305,861
+28,781
+10% +$2.11M 4.97% 7
2022
Q4 		$19.9M Buy
+277,080
New +$19.8M 4.9% 7
2022
Q2 		$14.7M Buy
194,824
+29,337
+18% +$2.23M 4.21% 7
2022
Q1 		$13.2M Buy
165,487
+56,349
+52% +$4.6M 3.52% 8
2021
Q4 		$9.25M Buy
+109,138
New +$9.3M 2.6% 9

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

Strategies Wealth Advisors's BND Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 1.9% in Q2 2026, selling an estimated $46.4K and leaving 33,070 shares worth $2.43M. The position accounts for 0.22% of the portfolio, ranked #49.

Strategies Wealth Advisors first reported a position in BND in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.6M in Q3 2024. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Strategies Wealth Advisors held 33,070 shares of Vanguard Total Bond Market worth $2.43M as of Q2 2026.
  • Strategies Wealth Advisors sold 633 Vanguard Total Bond Market shares in Q2 2026, an estimated $46.4K.
  • Vanguard Total Bond Market made up 0.22% of Strategies Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • Strategies Wealth Advisors's Vanguard Total Bond Market position peaked at $31.6M in Q3 2024.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.