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

Synergy Investment 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	$1.92M	Buy	26,272 +7,349	+39%	+$539K	0.46%	45
2026 Q1	$1.39M	Hold	18,923	–	–	0.46%	43
2025 Q4	$1.4M	Hold	18,923	–	–	0.5%	40
2025 Q3	$1.41M	Hold	18,923	–	–	0.54%	38
2025 Q2	$1.39M	Sell	18,923 -500	-3%	-$36.4K	0.84%	22
2025 Q1	$1.43M	Buy	19,423 +2,000	+11%	+$145K	0.6%	39
2024 Q4	$1.25M	Buy	+17,423	New	+$1.27M	0.54%	37

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 22.96% 1-Year Est. Return

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

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

Synergy Investment Management increased its Vanguard Total Bond Market (BND) stake by 39% in Q2 2026, buying an estimated $539K and bringing the position to 26,272 shares worth $1.92M. The position accounts for 0.46% of the portfolio, ranked #45.

Synergy Investment Management first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Synergy Investment Management held 26,272 shares of Vanguard Total Bond Market worth $1.92M as of Q2 2026.
Synergy Investment Management bought 7,349 Vanguard Total Bond Market shares in Q2 2026, an estimated $539K.
Vanguard Total Bond Market made up 0.46% of Synergy Investment Management's portfolio in Q2 2026, its #45 holding.
Synergy Investment Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.