TrueWealth Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

TrueWealth Financial 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	$14.8M	Buy	201,124 +9,843	+5%	+$722K	6.1%	6
2026 Q1	$14.1M	Buy	+191,281	New	+$14.2M	5.61%	8
2025 Q4	–	Sell	-163,714	Closed	-$12.2M	–	55
2025 Q3	$12.2M	Buy	163,714 +74,157	+83%	+$5.46M	6.21%	6
2025 Q2	$6.59M	Buy	89,557 +50,843	+131%	+$3.7M	3.64%	11
2025 Q1	$2.84M	Buy	+38,714	New	+$2.81M	1.72%	13

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

TrueWealth Financial Partners's BND Position: Q2 2026 in Review

TrueWealth Financial Partners increased its Vanguard Total Bond Market (BND) stake by 5.1% in Q2 2026, buying an estimated $722K and bringing the position to 201,124 shares worth $14.8M. The position accounts for 6.1% of the portfolio, ranked #6.

TrueWealth Financial Partners first reported a position in BND in Q1 2025 and has held it in 5 quarters since. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

TrueWealth Financial Partners held 201,124 shares of Vanguard Total Bond Market worth $14.8M as of Q2 2026.
TrueWealth Financial Partners bought 9,843 Vanguard Total Bond Market shares in Q2 2026, an estimated $722K.
Vanguard Total Bond Market made up 6.1% of TrueWealth Financial Partners's portfolio in Q2 2026, its #6 holding.
TrueWealth Financial Partners first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 5 quarters since.
1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.