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SWMG LLC’s Vanguard Total Bond Market BND Stock Holding History

SWMG LLC’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 		$1.15M Buy
15,867
+983
+7% +$72.1K 0.27% 34
2026
Q1 		$1.1M Buy
14,884
+142
+1% +$10.5K 0.31% 32
2025
Q4 		$1.09M Buy
14,742
+799
+6% +$59.5K 0.3% 36
2025
Q3 		$1.04M Buy
13,943
+220
+2% +$16.2K 0.32% 42
2025
Q2 		$1M Sell
13,723
-16,735
-55% -$1.22M 0.34% 42
2025
Q1 		$2.23M Buy
30,458
+22,615
+288% +$1.64M 0.88% 25
2024
Q4 		$565K Buy
7,843
+1,673
+27% +$122K 0.23% 68
2024
Q3 		$447K Buy
6,170
+658
+12% +$48.7K 0.18% 82
2024
Q2 		$397K Buy
5,512
+170
+3% +$12.2K 0.18% 67
2024
Q1 		$388K Buy
5,342
+1,937
+57% +$141K 0.17% 66
2023
Q4 		$250K Sell
3,405
-91
-3% -$6.42K 0.12% 89
2023
Q3 		$244K Sell
3,496
-66
-2% -$4.71K 0.13% 88
2023
Q2 		$259K Buy
3,562
+285
+9% +$20.9K 0.14% 80
2023
Q1 		$242K Buy
3,277
+1
+0% +$73 0.13% 82
2022
Q4 		$235K Sell
3,276
-27,634
-89% -$1.98M 0.14% 72
2022
Q3 		$2.21M Buy
+30,910
New +$2.31M 1.44% 12
2022
Q1 		$2.94M Sell
36,997
-754
-2% -$61.6K 1.61% 13
2021
Q4 		$3.2M Sell
37,751
-661
-2% -$56.3K 1.7% 14
2021
Q3 		$3.28M Sell
38,412
-3,539
-8% -$306K 1.9% 13
2021
Q2 		$3.6M Buy
41,951
+1,220
+3% +$104K 2.12% 12
2021
Q1 		$3.45M Sell
40,731
-1,219
-3% -$105K 2.36% 13
2020
Q4 		$3.66M Buy
+41,950
New +$3.69M 2.68% 11

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

SWMG LLC's BND Position: Q2 2026 in Review

SWMG LLC increased its Vanguard Total Bond Market (BND) stake by 6.6% in Q2 2026, buying an estimated $72.1K and bringing the position to 15,867 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #34.

SWMG LLC first reported a position in BND in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.66M in Q4 2020. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • SWMG LLC held 15,867 shares of Vanguard Total Bond Market worth $1.15M as of Q2 2026.
  • SWMG LLC bought 983 Vanguard Total Bond Market shares in Q2 2026, an estimated $72.1K.
  • Vanguard Total Bond Market made up 0.27% of SWMG LLC's portfolio in Q2 2026, its #34 holding.
  • SWMG LLC first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 22 quarters since.
  • SWMG LLC's Vanguard Total Bond Market position peaked at $3.66M in Q4 2020.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.