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

Twelve Points 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 Q2	$279K	Hold	3,801	–	–	0.06%	175
2026 Q1	$280K	Hold	3,801	–	–	0.06%	166
2025 Q4	$282K	Sell	3,801 -160	-4%	-$11.9K	0.06%	163
2025 Q3	$295K	Sell	3,961 -545	-12%	-$40.1K	0.07%	156
2025 Q2	$332K	Sell	4,506 -322	-7%	-$23.4K	0.09%	149
2025 Q1	$355K	Buy	+4,828	New	+$350K	0.1%	137
2024 Q4	–	Sell	-5,973	Closed	-$449K	–	177
2024 Q3	$449K	Sell	5,973 -85	-1%	-$6.29K	0.14%	128
2024 Q2	$436K	Sell	6,058 -227	-4%	-$16.3K	0.15%	125
2024 Q1	$456K	Sell	6,285 -759	-11%	-$55.1K	0.17%	119
2023 Q4	$518K	Sell	7,044 -15,739	-69%	-$1.11M	0.25%	106
2023 Q3	$1.59M	Buy	+22,783	New	+$1.63M	0.79%	34

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

Twelve Points Wealth Management's BND Position: Q2 2026 in Review

Twelve Points Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 3,801 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #175.

Twelve Points Wealth Management first reported a position in BND in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q3 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Twelve Points Wealth Management held 3,801 shares of Vanguard Total Bond Market worth $279K as of Q2 2026.
Twelve Points Wealth Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.06% of Twelve Points Wealth Management's portfolio in Q2 2026, its #175 holding.
Twelve Points Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 11 quarters since.
Twelve Points Wealth Management's Vanguard Total Bond Market position peaked at $1.59M in Q3 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.