Tidemark’s Vanguard Total Bond Market BND Stock Holding History

Tidemark’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	$111K	Buy	1,515 +49	+3%	+$3.6K	0.03%	213
2026 Q1	$108K	Buy	1,466 +485	+49%	+$36K	0.03%	193
2025 Q4	$72.7K	Sell	981 -13	-1%	-$968	0.02%	205
2025 Q3	$73.9K	Hold	994	–	–	0.02%	207
2025 Q2	$73.2K	Hold	994	–	–	0.02%	202
2025 Q1	$73K	Hold	994	–	–	0.03%	199
2024 Q4	$71.5K	Sell	994 -411	-29%	-$30K	0.03%	201
2024 Q3	$106K	Buy	1,405 +161	+13%	+$11.9K	0.04%	158
2024 Q2	$89.7K	Sell	1,244 -2,650	-68%	-$190K	0.04%	164
2024 Q1	$283K	Sell	3,894 -2,484	-39%	-$180K	0.16%	98
2023 Q4	$469K	Buy	+6,378	New	+$450K	0.29%	60

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

Tidemark's BND Position: Q2 2026 in Review

Tidemark increased its Vanguard Total Bond Market (BND) stake by 3.3% in Q2 2026, buying an estimated $3.6K and bringing the position to 1,515 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #213.

Tidemark first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $469K in Q4 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Tidemark held 1,515 shares of Vanguard Total Bond Market worth $111K as of Q2 2026.
Tidemark bought 49 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.6K.
Vanguard Total Bond Market made up 0.03% of Tidemark's portfolio in Q2 2026, its #213 holding.
Tidemark first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Tidemark's Vanguard Total Bond Market position peaked at $469K in Q4 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.