SF
BND icon

SWP Financial’s Vanguard Total Bond Market BND Stock Holding History

SWP Financial’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 		$287K Sell
3,912
-2,806
-42% -$206K 0.13% 64
2026
Q1 		$495K Buy
6,718
+1,259
+23% +$93.4K 0.25% 44
2025
Q4 		$404K Sell
5,459
-125
-2% -$9.3K 0.2% 47
2025
Q3 		$415K Sell
5,584
-1,321
-19% -$97.3K 0.21% 48
2025
Q2 		$508K Buy
+6,905
New +$502K 0.28% 46

Other funds holding BND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

SWP Financial's BND Position: Q2 2026 in Review

SWP Financial reduced its Vanguard Total Bond Market (BND) stake by 42% in Q2 2026, selling an estimated $206K and leaving 3,912 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #64.

SWP Financial first reported a position in BND in Q2 2025 and has held it in 5 quarters since. The position peaked at $508K in Q2 2025. 1,003 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • SWP Financial held 3,912 shares of Vanguard Total Bond Market worth $287K as of Q2 2026.
  • SWP Financial sold 2,806 Vanguard Total Bond Market shares in Q2 2026, an estimated $206K.
  • Vanguard Total Bond Market made up 0.13% of SWP Financial's portfolio in Q2 2026, its #64 holding.
  • SWP Financial first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
  • SWP Financial's Vanguard Total Bond Market position peaked at $508K in Q2 2025.
  • 1,003 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.