Trifecta Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Trifecta Capital 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	$14K	Hold	191	–	–	﹤0.01%	246
2026 Q1	$14.1K	Hold	191	–	–	﹤0.01%	218
2025 Q4	$14.1K	Hold	191	–	–	﹤0.01%	211
2025 Q3	$14.2K	Sell	191 -190	-50%	-$14K	﹤0.01%	225
2025 Q2	$28.1K	Hold	381	–	–	﹤0.01%	197
2025 Q1	$28K	Hold	381	–	–	0.01%	173
2024 Q4	$27.4K	Hold	381	–	–	0.01%	172
2024 Q3	$28.6K	Hold	381	–	–	0.01%	171
2024 Q2	$27.5K	Hold	381	–	–	0.01%	169
2024 Q1	$27.7K	Hold	381	–	–	0.01%	160
2023 Q4	$28K	Hold	381	–	–	0.01%	162
2023 Q3	$26.6K	Hold	381	–	–	0.01%	167
2023 Q2	$27.7K	Hold	381	–	–	0.01%	173
2023 Q1	$28.1K	Hold	381	–	–	0.01%	172
2022 Q4	$27.4K	Buy	+381	New	+$27.3K	0.01%	156

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

Trifecta Capital Advisors's BND Position: Q2 2026 in Review

Trifecta Capital Advisors held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 191 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Trifecta Capital Advisors first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.6K in Q3 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Trifecta Capital Advisors held 191 shares of Vanguard Total Bond Market worth $14K as of Q2 2026.
Trifecta Capital Advisors left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #246 holding.
Trifecta Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's Vanguard Total Bond Market position peaked at $28.6K in Q3 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.