Trinity Wealth Management
BND icon

Trinity Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Trinity 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
Q3 		$1.36M Buy
19,454
+1,238
+7% +$89.2K 0.43% 41
2026
Q2 		$1.34M Buy
18,216
+3,028
+20% +$222K 0.42% 38
2026
Q1 		$1.12M Buy
15,188
+1,744
+13% +$129K 0.41% 37
2025
Q4 		$996K Buy
13,444
+507
+4% +$37.7K 0.37% 37
2025
Q3 		$962K Buy
12,937
+1,142
+10% +$84.1K 0.36% 36
2025
Q2 		$868K Buy
11,795
+6,332
+116% +$461K 0.34% 37
2025
Q1 		$401K Buy
5,463
+1,013
+23% +$73.5K 0.18% 41
2024
Q4 		$320K Buy
4,450
+739
+20% +$54K 0.14% 48
2024
Q3 		$279K Buy
+3,711
New +$275K 0.13% 47

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Trinity Wealth Management's BND Position: Q3 2026 in Review

Trinity Wealth Management increased its Vanguard Total Bond Market (BND) stake by 6.8% in Q3 2026, buying an estimated $89.2K and bringing the position to 19,454 shares worth $1.36M. The position accounts for 0.43% of the portfolio, ranked #41.

Trinity Wealth Management first reported a position in BND in Q3 2024 and has held it in 9 quarters since. 834 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Trinity Wealth Management held 19,454 shares of Vanguard Total Bond Market worth $1.36M as of Q3 2026.
  • Trinity Wealth Management bought 1,238 Vanguard Total Bond Market shares in Q3 2026, an estimated $89.2K.
  • Vanguard Total Bond Market made up 0.43% of Trinity Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Trinity Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 9 quarters since.
  • 834 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.