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

Symphony 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 		$370K Sell
5,019
-87
-2% -$6.38K 0.04% 234
2026
Q1 		$376K Sell
5,106
-756
-13% -$56.1K 0.05% 200
2025
Q4 		$435K Sell
5,862
-265
-4% -$19.7K 0.06% 182
2025
Q3 		$456K Buy
6,127
+110
+2% +$8.1K 0.06% 171
2025
Q2 		$441K Sell
6,017
-9,586
-61% -$697K 0.06% 164
2025
Q1 		$1.12M Sell
15,603
-68,263
-81% -$4.95M 0.66% 35
2024
Q4 		$6.04M Buy
83,866
+4,266
+5% +$312K 0.95% 27
2024
Q3 		$5.97M Buy
79,600
+9,247
+13% +$684K 0.99% 29
2024
Q2 		$5.05M Buy
70,353
+42,431
+152% +$3.04M 0.92% 32
2024
Q1 		$2.03M Sell
27,922
-22,263
-44% -$1.62M 0.47% 54
2023
Q4 		$3.67M Buy
50,185
+11,540
+30% +$815K 0.79% 33
2023
Q3 		$2.66M Buy
38,645
+3,054
+9% +$218K 0.65% 32
2023
Q2 		$2.56M Buy
+35,591
New +$2.61M 0.63% 41
2022
Q1 		– Sell
-3,507
Closed -$295K – 196
2021
Q4 		$295K Sell
3,507
-302,366
-99% -$25.8M 0.08% 152
2021
Q3 		$26.1M Sell
305,873
-3,450
-1% -$298K 9.11% 1
2021
Q2 		$26.6M Sell
309,323
-20,397
-6% -$1.74M 9.04% 1
2021
Q1 		$30.5M Buy
329,720
+54,345
+20% +$4.69M 8.07% 2
2020
Q4 		$24.3M Buy
275,375
+72,938
+36% +$6.42M 8.7% 2
2020
Q3 		$17.9M Buy
202,437
+69,983
+53% +$6.2M 7.28% 2
2020
Q2 		$11.7M Buy
132,454
+11,191
+9% +$978K 5.66% 2
2020
Q1 		$10.4M Buy
+121,263
New +$10.3M 7.2% 2

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

Symphony Financial's BND Position: Q2 2026 in Review

Symphony Financial reduced its Vanguard Total Bond Market (BND) stake by 1.7% in Q2 2026, selling an estimated $6.38K and leaving 5,019 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #234.

Symphony Financial first reported a position in BND in Q1 2020 and has held it in 21 quarters since. The position peaked at $30.5M in Q1 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Symphony Financial held 5,019 shares of Vanguard Total Bond Market worth $370K as of Q2 2026.
  • Symphony Financial sold 87 Vanguard Total Bond Market shares in Q2 2026, an estimated $6.38K.
  • Vanguard Total Bond Market made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #234 holding.
  • Symphony Financial first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 21 quarters since.
  • Symphony Financial's Vanguard Total Bond Market position peaked at $30.5M in Q1 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.