Summit Trail Advisors’s Vanguard Total Bond Market BND Stock Holding History

Summit Trail 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	$8.98M	Sell	122,288 -14,913	-11%	-$1.09M	0.11%	104
2026 Q1	$10.1M	Sell	137,201 -773	-0.6%	-$57.3K	0.14%	82
2025 Q4	$10.2M	Hold	137,974	–	–	0.18%	75
2025 Q3	$10.3M	Buy	137,974 +23,768	+21%	+$1.75M	0.14%	81
2025 Q2	$8.41M	Buy	+114,206	New	+$8.31M	0.14%	82
2024 Q4	–	Sell	-380,895	Closed	-$28.6M	–	450
2024 Q3	$28.6M	Buy	380,895 +2,564	+0.7%	+$190K	0.71%	21
2024 Q2	$27.3M	Sell	378,331 -356,239	-48%	-$25.5M	0.72%	21
2024 Q1	$53.4M	Buy	734,570 +114,413	+18%	+$8.3M	1.42%	10
2023 Q4	$45.6M	Buy	+620,157	New	+$43.8M	1.51%	12
2022 Q3	–	Sell	-3,241	Closed	-$244K	–	381
2022 Q2	$244K	Buy	+3,241	New	+$247K	0.02%	306

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

Summit Trail Advisors's BND Position: Q2 2026 in Review

Summit Trail Advisors reduced its Vanguard Total Bond Market (BND) stake by 11% in Q2 2026, selling an estimated $1.09M and leaving 122,288 shares worth $8.98M. The position accounts for 0.11% of the portfolio, ranked #104.

Summit Trail Advisors first reported a position in BND in Q2 2022 and has held it in 10 quarters since. The position peaked at $53.4M in Q1 2024. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Summit Trail Advisors held 122,288 shares of Vanguard Total Bond Market worth $8.98M as of Q2 2026.
Summit Trail Advisors sold 14,913 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.09M.
Vanguard Total Bond Market made up 0.11% of Summit Trail Advisors's portfolio in Q2 2026, its #104 holding.
Summit Trail Advisors first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 10 quarters since.
Summit Trail Advisors's Vanguard Total Bond Market position peaked at $53.4M in Q1 2024.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.