Synergy Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Synergy Asset Management’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	–	Sell	-3,636	Closed	-$268K	–	280
2026 Q1	$268K	Buy	3,636 +903	+33%	+$67K	0.03%	215
2025 Q4	$202K	Buy	+2,733	New	+$203K	0.02%	221
2025 Q1	–	Sell	-4	Closed	-$284	–	193
2024 Q4	$284	Buy	+4	New	+$292	﹤0.01%	811
2023 Q4	–	Sell	-3,429	Closed	-$239K	–	141
2023 Q3	$239K	Buy	+3,429	New	+$245K	0.05%	114

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Synergy Asset Management's BND Position: Q2 2026 in Review

Synergy Asset Management sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 3,636 shares — an estimated $268K sold.

Synergy Asset Management first reported a position in BND in Q3 2023 and held it in 4 quarters. The position peaked at $268K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Synergy Asset Management reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 3,636 Vanguard Total Bond Market shares in Q2 2026, an estimated $268K.
Synergy Asset Management first reported a position in Vanguard Total Bond Market in Q3 2023 and held it in 4 quarters.
Synergy Asset Management's Vanguard Total Bond Market position peaked at $268K in Q1 2026.
1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.