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

Unique Wealth’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 Q3	$202K	Sell	2,876 -2,198	-43%	-$158K	0.02%	209
2026 Q2	$372K	Buy	+5,074	New	+$372K	0.04%	162
2026 Q1	–	Sell	-3,281	Closed	-$243K	–	186
2025 Q4	$243K	Buy	+3,281	New	+$244K	0.03%	171
2023 Q4	–	Sell	-8,419	Closed	-$587K	–	83
2023 Q3	$587K	Buy	8,419 +2,121	+34%	+$151K	0.25%	43
2023 Q2	$458K	Buy	+6,298	New	+$461K	0.2%	42

Other funds holding BND

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Unique Wealth's BND Position: Q3 2026 in Review

Unique Wealth reduced its Vanguard Total Bond Market (BND) stake by 43% in Q3 2026, selling an estimated $158K and leaving 2,876 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #209.

Unique Wealth first reported a position in BND in Q2 2023 and has held it in 5 quarters since. The position peaked at $587K in Q3 2023. 869 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Unique Wealth held 2,876 shares of Vanguard Total Bond Market worth $202K as of Q3 2026.
Unique Wealth sold 2,198 Vanguard Total Bond Market shares in Q3 2026, an estimated $158K.
Vanguard Total Bond Market made up 0.02% of Unique Wealth's portfolio in Q3 2026, its #209 holding.
Unique Wealth first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 5 quarters since.
Unique Wealth's Vanguard Total Bond Market position peaked at $587K in Q3 2023.
869 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.