SWMG LLC
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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
Q3 		$1.19M Buy
16,719
+852
+5% +$61.4K 0.26% 34
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 		$2.2M 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 $32.7B AUM 3.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

SWMG LLC's BND Position: Q3 2026 in Review

SWMG LLC increased its Vanguard Total Bond Market (BND) stake by 5.4% in Q3 2026, buying an estimated $61.4K and bringing the position to 16,719 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #34.

SWMG LLC first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.66M in Q4 2020. 876 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • SWMG LLC held 16,719 shares of Vanguard Total Bond Market worth $1.19M as of Q3 2026.
  • SWMG LLC bought 852 Vanguard Total Bond Market shares in Q3 2026, an estimated $61.4K.
  • Vanguard Total Bond Market made up 0.26% of SWMG LLC's portfolio in Q3 2026, its #34 holding.
  • SWMG LLC first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • SWMG LLC's Vanguard Total Bond Market position peaked at $3.66M in Q4 2020.
  • 876 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.