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SVB Wealth’s Vanguard Total Bond Market BND Stock Holding History

SVB Wealth’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 		$585K Sell
7,965
-1,969
-20% -$144K 0.04% 255
2026
Q1 		$732K Sell
9,934
-2,386
-19% -$177K 0.05% 222
2025
Q4 		$913K Sell
12,320
-3,848
-24% -$286K 0.05% 219
2025
Q3 		$1.2M Sell
16,168
-11,248
-41% -$828K 0.06% 208
2025
Q2 		$2.02M Buy
+27,416
New +$1.99M 0.11% 160
2025
Q1 		– Sell
-39,673
Closed -$2.85M – 1524
2024
Q4 		$2.85M Buy
+39,673
New +$2.9M 0.05% 191
2024
Q3 		– Sell
-66,727
Closed -$4.81M – 92
2024
Q2 		$4.81M Sell
66,727
-76,554
-53% -$5.48M 0.12% 154
2024
Q1 		$10.4M Sell
143,281
-26,264
-15% -$1.91M 0.23% 107
2023
Q4 		$12.5M Buy
169,545
+73,075
+76% +$5.16M 0.3% 87
2023
Q3 		$6.73M Buy
96,470
+3,045
+3% +$217K 0.15% 131
2023
Q2 		$6.79M Sell
93,425
-7,012
-7% -$514K 0.12% 141
2023
Q1 		$7.42M Sell
100,437
-17,181
-15% -$1.26M 0.1% 148
2022
Q4 		$8.45M Sell
117,618
-16,802
-12% -$1.2M 0.11% 132
2022
Q3 		$9.59M Buy
134,420
+109,921
+449% +$8.23M 0.14% 119
2022
Q2 		$1.84M Sell
24,499
-7,486
-23% -$570K 0.03% 228
2022
Q1 		$2.54M Sell
31,985
-11,851
-27% -$968K 0.03% 204
2021
Q4 		$3.71M Buy
43,836
+698
+2% +$59.4K 0.06% 164
2021
Q3 		$3.69M Buy
43,138
+7,726
+22% +$667K 0.05% 192
2021
Q2 		$3.04M Buy
35,412
+11,191
+46% +$955K 0.04% 214
2021
Q1 		$2.05M Buy
24,221
+773
+3% +$66.7K 0.03% 238
2020
Q4 		$2.07M Buy
23,448
+1,066
+5% +$93.8K 0.03% 233
2020
Q3 		$1.97M Sell
22,382
-1,208
-5% -$107K 0.03% 217
2020
Q2 		$2.08M Buy
23,590
+23,541
+48,043% +$2.06M 0.04% 192
2020
Q1 		$4K Sell
49
-20,803
-100% -$1.77M ﹤0.01% 565
2019
Q4 		$1.75M Buy
20,852
+1,949
+10% +$164K 0.03% 233
2019
Q3 		$1.6M Sell
18,903
-1,720
-8% -$144K 0.03% 229
2019
Q2 		$1.71M Buy
+20,623
New +$1.68M 0.06% 225

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

SVB Wealth's BND Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard Total Bond Market (BND) stake by 20% in Q2 2026, selling an estimated $144K and leaving 7,965 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #255.

SVB Wealth first reported a position in BND in Q2 2019 and has held it in 27 quarters since. The position peaked at $12.5M in Q4 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • SVB Wealth held 7,965 shares of Vanguard Total Bond Market worth $585K as of Q2 2026.
  • SVB Wealth sold 1,969 Vanguard Total Bond Market shares in Q2 2026, an estimated $144K.
  • Vanguard Total Bond Market made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #255 holding.
  • SVB Wealth first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's Vanguard Total Bond Market position peaked at $12.5M in Q4 2023.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.