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Tobias Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Tobias Financial Advisors’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 		$9.71M Sell
132,223
-2,189
-2% -$161K 1.23% 20
2026
Q1 		$9.9M Buy
134,412
+561
+0.4% +$41.6K 1.38% 19
2025
Q4 		$9.91M Sell
133,851
-6,855
-5% -$510K 1.4% 18
2025
Q3 		$10.5M Buy
140,706
+1,508
+1% +$111K 1.59% 18
2025
Q2 		$10.2M Sell
139,198
-2,606
-2% -$190K 1.75% 16
2025
Q1 		$10.4M Buy
141,804
+213
+0.2% +$15.5K 2.02% 13
2024
Q4 		$10.2M Sell
141,591
-6,024
-4% -$440K 2.05% 14
2024
Q3 		$11.1M Buy
147,615
+3,124
+2% +$231K 2.22% 11
2024
Q2 		$10.4M Sell
144,491
-1,284
-0.9% -$92K 2.24% 10
2024
Q1 		$10.6M Sell
145,775
-754
-0.5% -$54.7K 2.4% 9
2023
Q4 		$10.8M Buy
146,529
+8,962
+7% +$633K 2.62% 9
2023
Q3 		$9.6M Sell
137,567
-23,270
-14% -$1.66M 2.52% 10
2023
Q2 		$11.7M Sell
160,837
-1,471
-0.9% -$108K 3.15% 11
2023
Q1 		$12M Sell
162,308
-5,811
-3% -$425K 3.52% 9
2022
Q4 		$12.1M Sell
168,119
-129,244
-43% -$9.26M 3.97% 8
2022
Q3 		$21.2M Sell
297,363
-260,920
-47% -$19.5M 7.48% 1
2022
Q2 		$42M Buy
+558,283
New +$42.5M 14.11% 1

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Tobias Financial Advisors's BND Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 1.6% in Q2 2026, selling an estimated $161K and leaving 132,223 shares worth $9.71M. The position accounts for 1.23% of the portfolio, ranked #20.

Tobias Financial Advisors first reported a position in BND in Q2 2022 and has held it in 17 quarters since. The position peaked at $42M in Q2 2022. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Tobias Financial Advisors held 132,223 shares of Vanguard Total Bond Market worth $9.71M as of Q2 2026.
  • Tobias Financial Advisors sold 2,189 Vanguard Total Bond Market shares in Q2 2026, an estimated $161K.
  • Vanguard Total Bond Market made up 1.23% of Tobias Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Tobias Financial Advisors first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 17 quarters since.
  • Tobias Financial Advisors's Vanguard Total Bond Market position peaked at $42M in Q2 2022.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.