UBS AM
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UBS AM’s Vanguard Total Bond Market BND Stock Holding History

UBS AM’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 		$29.5M Sell
402,374
-271
-0.1% -$19.9K 0.01% 793
2026
Q1 		$29.7M Buy
402,645
+402,592
+759,608% +$29.9M 0.01% 755
2025
Q4 		$3.93K Buy
+53
New +$3.94K ﹤0.01% 3024
2022
Q1 		– Sell
-8,292
Closed -$703K – 2783
2021
Q4 		$703K Buy
+8,292
New +$706K ﹤0.01% 2390
2019
Q4 		– Sell
-100
Closed -$8.44K – 2566
2019
Q3 		$8.44K Buy
+100
New +$8.38K ﹤0.01% 2819
2019
Q1 		– Sell
-42
Closed -$3.33K – 2794
2018
Q4 		$3.33K Hold
42
– – ﹤0.01% 2714
2018
Q3 		$3.31K Sell
42
-61
-59% -$4.82K ﹤0.01% 2710
2018
Q2 		$8.16K Sell
103
-152
-60% -$12K ﹤0.01% 2690
2018
Q1 		$20.4K Sell
255
-555
-69% -$44.4K ﹤0.01% 2542
2017
Q4 		$66.1K Buy
810
+171
+27% +$14K ﹤0.01% 2423
2017
Q3 		$52.4K Buy
639
+408
+177% +$33.5K ﹤0.01% 2394
2017
Q2 		$18.9K Sell
231
-359
-61% -$29.3K ﹤0.01% 2423
2017
Q1 		$47.8K Sell
590
-215
-27% -$17.4K ﹤0.01% 2349
2016
Q4 		$65K Buy
+805
New +$65.9K ﹤0.01% 2290
2014
Q4 		– Sell
-13,920
Closed -$1.14M – 2614
2014
Q3 		$1.14M Sell
13,920
-302
-2% -$24.8K ﹤0.01% 1526
2014
Q2 		$1.17M Sell
14,222
-382
-3% -$31.2K ﹤0.01% 1529
2014
Q1 		$1.19M Buy
14,604
+374
+3% +$30.3K ﹤0.01% 1509
2013
Q4 		$1.14M Sell
14,230
-2,435
-15% -$197K ﹤0.01% 1464
2013
Q3 		$1.35M Buy
16,665
+9,614
+136% +$773K ﹤0.01% 1388
2013
Q2 		$570K Buy
+7,051
New +$585K ﹤0.01% 1651

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS AM's BND Position: Q2 2026 in Review

UBS AM reduced its Vanguard Total Bond Market (BND) stake by 0.07% in Q2 2026, selling an estimated $19.9K and leaving 402,374 shares worth $29.5M. The position accounts for 0.01% of the portfolio, ranked #793.

UBS AM first reported a position in BND in Q2 2013 and has held it in 20 quarters since. The position peaked at $29.7M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • UBS AM held 402,374 shares of Vanguard Total Bond Market worth $29.5M as of Q2 2026.
  • UBS AM sold 271 Vanguard Total Bond Market shares in Q2 2026, an estimated $19.9K.
  • Vanguard Total Bond Market made up 0.01% of UBS AM's portfolio in Q2 2026, its #793 holding.
  • UBS AM first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 20 quarters since.
  • UBS AM's Vanguard Total Bond Market position peaked at $29.7M in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.