Twin Peaks Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Twin Peaks Wealth 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	$1.73M	Buy	23,580 +4,149	+21%	+$304K	0.39%	56
2026 Q1	$1.43M	Buy	19,431 +2,145	+12%	+$159K	0.36%	58
2025 Q4	$1.28M	Buy	17,286 +5,947	+52%	+$443K	0.37%	58
2025 Q3	$843K	Sell	11,339 -6,100	-35%	-$449K	0.29%	67
2025 Q2	$1.28M	Buy	17,439 +8,668	+99%	+$630K	0.42%	52
2025 Q1	$637K	Sell	8,771 -5,699	-39%	-$414K	0.29%	70
2024 Q4	$1.04M	Buy	14,470 +2,328	+19%	+$170K	0.44%	52
2024 Q3	$912K	Buy	12,142 +690	+6%	+$51.1K	0.42%	49
2024 Q2	$825K	Buy	11,452 +6,728	+142%	+$482K	0.41%	52
2024 Q1	$343K	Sell	4,724 -2,774	-37%	-$201K	0.19%	89
2023 Q4	$551K	Buy	+7,498	New	+$529K	0.35%	59

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

Twin Peaks Wealth Advisors's BND Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 21% in Q2 2026, buying an estimated $304K and bringing the position to 23,580 shares worth $1.73M. The position accounts for 0.39% of the portfolio, ranked #56.

Twin Peaks Wealth Advisors first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Twin Peaks Wealth Advisors held 23,580 shares of Vanguard Total Bond Market worth $1.73M as of Q2 2026.
Twin Peaks Wealth Advisors bought 4,149 Vanguard Total Bond Market shares in Q2 2026, an estimated $304K.
Vanguard Total Bond Market made up 0.39% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.