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Triad Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Triad Wealth Partners’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 		$7.43M Sell
103,030
-420
-0.4% -$30.8K 0.44% 37
2026
Q1 		$7.62M Sell
103,450
-6,021
-6% -$447K 0.6% 35
2025
Q4 		$8.11M Buy
109,471
+37,554
+52% +$2.8M 0.77% 33
2025
Q3 		$5.35M Buy
71,917
+4,579
+7% +$337K 0.69% 34
2025
Q2 		$4.96M Buy
67,338
+22,547
+50% +$1.64M 1% 27
2025
Q1 		$3.29M Sell
44,791
-14,133
-24% -$1.03M 1.02% 23
2024
Q4 		$4.24M Sell
58,924
-110,265
-65% -$8.06M 1.53% 16
2024
Q3 		$12.7M Sell
169,189
-74,652
-31% -$5.52M 6.76% 5
2024
Q2 		$17.6M Buy
243,841
+38,488
+19% +$2.76M 9.21% 1
2024
Q1 		$14.9M Buy
+205,353
New +$14.9M 11.44% 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

Triad Wealth Partners's BND Position: Q2 2026 in Review

Triad Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 0.41% in Q2 2026, selling an estimated $30.8K and leaving 103,030 shares worth $7.43M. The position accounts for 0.44% of the portfolio, ranked #37.

Triad Wealth Partners first reported a position in BND in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.6M in Q2 2024. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Triad Wealth Partners held 103,030 shares of Vanguard Total Bond Market worth $7.43M as of Q2 2026.
  • Triad Wealth Partners sold 420 Vanguard Total Bond Market shares in Q2 2026, an estimated $30.8K.
  • Vanguard Total Bond Market made up 0.44% of Triad Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Triad Wealth Partners first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 10 quarters since.
  • Triad Wealth Partners's Vanguard Total Bond Market position peaked at $17.6M in Q2 2024.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.