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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

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
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
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 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. 348 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.
  • 348 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.