Unique Wealth Strategies’s Vanguard Total Bond Market BND Stock Holding History

Unique Wealth Strategies’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	$390K	Buy	5,306 +245	+5%	+$18K	0.14%	170
2026 Q1	$373K	Buy	5,061 +25	+0.5%	+$1.85K	0.15%	179
2025 Q4	$373K	Buy	5,036 +63	+1%	+$4.69K	0.15%	175
2025 Q3	$370K	Buy	4,973 +1,436	+41%	+$106K	0.14%	181
2025 Q2	$260K	Sell	3,537 -4	-0.1%	-$291	0.11%	186
2025 Q1	$260K	Buy	3,541 +684	+24%	+$49.6K	0.12%	169
2024 Q4	$205K	Buy	2,857 +192	+7%	+$14K	0.09%	183
2024 Q3	$200K	Sell	2,665 -1,191	-31%	-$88.1K	0.08%	193
2024 Q2	$280K	Hold	3,856	–	–	0.13%	167
2024 Q1	$280K	Sell	3,856 -1,140	-23%	-$82.7K	0.14%	167
2023 Q4	$367K	Buy	+4,996	New	+$353K	0.25%	120

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

Unique Wealth Strategies's BND Position: Q2 2026 in Review

Unique Wealth Strategies increased its Vanguard Total Bond Market (BND) stake by 4.8% in Q2 2026, buying an estimated $18K and bringing the position to 5,306 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #170.

Unique Wealth Strategies first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Unique Wealth Strategies held 5,306 shares of Vanguard Total Bond Market worth $390K as of Q2 2026.
Unique Wealth Strategies bought 245 Vanguard Total Bond Market shares in Q2 2026, an estimated $18K.
Vanguard Total Bond Market made up 0.14% of Unique Wealth Strategies's portfolio in Q2 2026, its #170 holding.
Unique Wealth Strategies first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.