TCV Trust & Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

TCV Trust & 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	$403K	Hold	5,486	–	–	0.03%	164
2026 Q1	$404K	Sell	5,486 -150	-3%	-$11.1K	0.03%	160
2025 Q4	$417K	Sell	5,636 -2,456	-30%	-$183K	0.03%	161
2025 Q3	$602K	Buy	8,092 +3,456	+75%	+$254K	0.05%	130
2025 Q2	$341K	Sell	4,636 -325	-7%	-$23.6K	0.03%	172
2025 Q1	$364K	Sell	4,961 -38	-0.8%	-$2.76K	0.03%	159
2024 Q4	$359K	Hold	4,999	–	–	0.03%	157
2024 Q3	$375K	Hold	4,999	–	–	0.03%	155
2024 Q2	$360K	Hold	4,999	–	–	0.03%	156
2024 Q1	$363K	Sell	4,999 -2,001	-29%	-$145K	0.03%	160
2023 Q4	$515K	Buy	7,000 +3,964	+131%	+$280K	0.05%	133
2023 Q3	$212K	Hold	3,036	–	–	0.02%	181
2023 Q2	$221K	Hold	3,036	–	–	0.02%	174
2023 Q1	$224K	Sell	3,036 -1,412	-32%	-$103K	0.02%	179
2022 Q4	$320K	Buy	4,448 +1,358	+44%	+$97.3K	0.04%	160
2022 Q3	$221K	Sell	3,090 -65	-2%	-$4.86K	0.03%	173
2022 Q2	$238K	Sell	3,155 -4,791	-60%	-$365K	0.03%	179
2022 Q1	$632K	Buy	7,946 +4,206	+112%	+$344K	0.07%	131
2021 Q4	$317K	Hold	3,740	–	–	0.03%	176
2021 Q3	$320K	Hold	3,740	–	–	0.04%	164
2021 Q2	$321K	Sell	3,740 -310	-8%	-$26.4K	0.04%	158
2021 Q1	$343K	Hold	4,050	–	–	0.04%	152
2020 Q4	$357K	Buy	4,050 +80	+2%	+$7.04K	0.04%	147
2020 Q3	$350K	Hold	3,970	–	–	0.05%	141
2020 Q2	$350K	Sell	3,970 -1,555	-28%	-$136K	0.05%	140
2020 Q1	$471K	Sell	5,525 -800	-13%	-$68K	0.08%	114
2019 Q4	$530K	Sell	6,325 -1,000	-14%	-$84.1K	0.06%	121
2019 Q3	$618K	Sell	7,325 -200	-3%	-$16.8K	0.08%	113
2019 Q2	$625K	Hold	7,525	–	–	0.08%	115
2019 Q1	$611K	Sell	7,525 -2,475	-25%	-$198K	0.08%	122
2018 Q4	$792K	Sell	10,000 -230	-2%	-$18K	0.12%	108
2018 Q3	$805K	Sell	10,230 -365	-3%	-$28.9K	0.11%	115
2018 Q2	$839K	Sell	10,595 -625	-6%	-$49.4K	0.12%	111
2018 Q1	$897K	Sell	11,220 -375	-3%	-$30K	0.13%	105
2017 Q4	$946K	Hold	11,595	–	–	0.13%	105
2017 Q3	$950K	Hold	11,595	–	–	0.14%	100
2017 Q2	$949K	Hold	11,595	–	–	0.14%	101
2017 Q1	$940K	Sell	11,595 -1,005	-8%	-$81.3K	0.14%	102
2016 Q4	$1.02M	Buy	12,600 +195	+2%	+$16K	0.16%	99
2016 Q3	$1.04M	Buy	12,405 +295	+2%	+$24.8K	0.18%	91
2016 Q2	$1.02M	Sell	12,110 -2,345	-16%	-$195K	0.18%	92
2016 Q1	$1.2M	Buy	14,455 +5	+0%	+$409	0.22%	86
2015 Q4	$1.17M	Sell	14,450 -3,360	-19%	-$273K	0.21%	87
2015 Q3	$1.46M	Sell	17,810 -49	-0.3%	-$3.99K	0.26%	84
2015 Q2	$1.45M	Buy	17,859 +137	+0.8%	+$11.3K	0.24%	89
2015 Q1	$1.48M	Sell	17,722 -185	-1%	-$15.4K	0.24%	90
2014 Q4	$1.48M	Sell	17,907 -590	-3%	-$48.7K	0.24%	88
2014 Q3	$1.51M	Sell	18,497 -1,180	-6%	-$96.8K	0.26%	89
2014 Q2	$1.62M	Sell	19,677 -365	-2%	-$29.8K	0.26%	86
2014 Q1	$1.63M	Buy	20,042 +50	+0.3%	+$4.05K	0.27%	89
2013 Q4	$1.6M	Buy	+19,992	New	+$1.61M	0.27%	89

Other funds holding BND

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 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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

TCV Trust & Wealth Management's BND Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 5,486 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #164.

TCV Trust & Wealth Management first reported a position in BND in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.63M in Q1 2014. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

TCV Trust & Wealth Management held 5,486 shares of Vanguard Total Bond Market worth $403K as of Q2 2026.
TCV Trust & Wealth Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.03% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #164 holding.
TCV Trust & Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 51 quarters since.
TCV Trust & Wealth Management's Vanguard Total Bond Market position peaked at $1.63M in Q1 2014.
923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.