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Trust Point Inc’s Vanguard Total Bond Market BND Stock Holding History

Trust Point Inc’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 		$3.01M Sell
40,988
-5,485
-12% -$402K 0.26% 48
2026
Q1 		$3.42M Buy
46,473
+6,556
+16% +$486K 0.3% 41
2025
Q4 		$2.96M Sell
39,917
-462
-1% -$34.4K 0.23% 42
2025
Q3 		$3M Sell
40,379
-999
-2% -$73.6K 0.24% 42
2025
Q2 		$3.05M Buy
41,378
+3,253
+9% +$237K 0.29% 39
2025
Q1 		$2.8M Buy
38,125
+10,477
+38% +$760K 0.26% 45
2024
Q4 		$1.99M Buy
27,648
+3,128
+13% +$229K 0.14% 74
2024
Q3 		$1.84M Buy
24,520
+4,205
+21% +$311K 0.14% 76
2024
Q2 		$1.46M Sell
20,315
-278
-1% -$19.9K 0.12% 88
2024
Q1 		$1.5M Sell
20,593
-2,622
-11% -$190K 0.12% 96
2023
Q4 		$1.71M Buy
+23,215
New +$1.64M 0.14% 75

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Point Inc's BND Position: Q2 2026 in Review

Trust Point Inc reduced its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, selling an estimated $402K and leaving 40,988 shares worth $3.01M. The position accounts for 0.26% of the portfolio, ranked #48.

Trust Point Inc first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.42M in Q1 2026. 429 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Trust Point Inc held 40,988 shares of Vanguard Total Bond Market worth $3.01M as of Q2 2026.
  • Trust Point Inc sold 5,485 Vanguard Total Bond Market shares in Q2 2026, an estimated $402K.
  • Vanguard Total Bond Market made up 0.26% of Trust Point Inc's portfolio in Q2 2026, its #48 holding.
  • Trust Point Inc first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Vanguard Total Bond Market position peaked at $3.42M in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.