Warwick Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Warwick Investment Management’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	$272K	Sell	3,702 -431	-10%	-$31.6K	0.03%	126
2026 Q1	$304K	Hold	4,133	–	–	0.04%	101
2025 Q4	$306K	Buy	4,133 +3	+0.1%	+$223	0.05%	112
2025 Q3	$307K	Sell	4,130 -270	-6%	-$19.9K	0.05%	111
2025 Q2	$324K	Buy	4,400 +956	+28%	+$69.5K	0.06%	90
2025 Q1	$253K	Buy	3,444 +2	+0.1%	+$145	0.05%	101
2024 Q4	$247K	Buy	+3,442	New	+$252K	0.05%	84
2024 Q3	–	Sell	-3,486	Closed	-$251K	–	96
2024 Q2	$251K	Buy	3,486 +22	+0.6%	+$1.58K	0.06%	87
2024 Q1	$252K	Buy	3,464 +19	+0.6%	+$1.38K	0.06%	81
2023 Q4	$253K	Buy	+3,445	New	+$243K	0.07%	69

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

Warwick Investment Management's BND Position: Q2 2026 in Review

Warwick Investment Management reduced its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, selling an estimated $31.6K and leaving 3,702 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #126.

Warwick Investment Management first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $324K in Q2 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Warwick Investment Management held 3,702 shares of Vanguard Total Bond Market worth $272K as of Q2 2026.
Warwick Investment Management sold 431 Vanguard Total Bond Market shares in Q2 2026, an estimated $31.6K.
Vanguard Total Bond Market made up 0.03% of Warwick Investment Management's portfolio in Q2 2026, its #126 holding.
Warwick Investment Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
Warwick Investment Management's Vanguard Total Bond Market position peaked at $324K in Q2 2025.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.