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Taylor & Morgan Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Taylor & Morgan Wealth 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 		$430K Sell
5,859
-3,388
-37% -$249K 0.21% 60
2026
Q1 		$681K Buy
9,247
+50
+0.5% +$3.71K 0.39% 39
2025
Q4 		$681K Buy
9,197
+41
+0.4% +$3.05K 0.38% 43
2025
Q3 		$681K Buy
9,156
+11
+0.1% +$810 0.42% 35
2025
Q2 		$673K Sell
9,145
-273
-3% -$19.9K 0.45% 34
2025
Q1 		$692K Sell
9,418
-354
-4% -$25.7K 0.52% 33
2024
Q4 		$703K Sell
9,772
-63
-0.6% -$4.61K 0.49% 31
2024
Q3 		$739K Buy
9,835
+323
+3% +$23.9K 0.5% 28
2024
Q2 		$685K Sell
9,512
-34
-0.4% -$2.44K 0.48% 29
2024
Q1 		$693K Sell
9,546
-224
-2% -$16.3K 0.51% 28
2023
Q4 		$719K Buy
9,770
+81
+0.8% +$5.72K 0.57% 27
2023
Q3 		$676K Buy
9,689
+49
+0.5% +$3.5K 0.61% 26
2023
Q2 		$701K Buy
9,640
+59
+0.6% +$4.32K 0.57% 28
2023
Q1 		$707K Buy
9,581
+70
+0.7% +$5.12K 0.62% 29
2022
Q4 		$683K Buy
9,511
+72
+0.8% +$5.16K 0.64% 32
2022
Q3 		$673K Sell
9,439
-967
-9% -$72.4K 0.67% 31
2022
Q2 		$783K Buy
10,406
+331
+3% +$25.2K 0.74% 30
2022
Q1 		$801K Sell
10,075
-1,459
-13% -$119K 0.66% 34
2021
Q4 		$978K Buy
+11,534
New +$982K 0.79% 31

Other funds holding BND

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Taylor & Morgan Wealth Management's BND Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 37% in Q2 2026, selling an estimated $249K and leaving 5,859 shares worth $430K. The position accounts for 0.21% of the portfolio, ranked #60.

Taylor & Morgan Wealth Management first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $978K in Q4 2021. 877 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Taylor & Morgan Wealth Management held 5,859 shares of Vanguard Total Bond Market worth $430K as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 3,388 Vanguard Total Bond Market shares in Q2 2026, an estimated $249K.
  • Vanguard Total Bond Market made up 0.21% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's Vanguard Total Bond Market position peaked at $978K in Q4 2021.
  • 877 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.