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Weitzel Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Weitzel Financial Services’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 		$609K Sell
8,327
-148
-2% -$10.9K 0.21% 30
2026
Q1 		$622K Buy
8,475
+125
+1% +$9.27K 0.23% 29
2025
Q4 		$618K Buy
8,350
+1,045
+14% +$77.8K 0.24% 28
2025
Q3 		$545K Buy
7,305
+55
+0.8% +$4.05K 0.22% 29
2025
Q2 		$533K Sell
7,250
-55
-0.8% -$4K 0.23% 29
2025
Q1 		$539K Buy
7,305
+75
+1% +$5.44K 0.26% 25
2024
Q4 		$521K Buy
7,230
+594
+9% +$43.4K 0.25% 27
2024
Q3 		$499K Buy
6,636
+417
+7% +$30.9K 0.23% 26
2024
Q2 		$444K Sell
6,219
-249
-4% -$17.8K 0.22% 26
2024
Q1 		$465K Buy
6,468
+130
+2% +$9.43K 0.23% 25
2023
Q4 		$464K Buy
6,338
+1,159
+22% +$81.8K 0.25% 25
2023
Q3 		$357K Buy
5,179
+27
+0.5% +$1.93K 0.21% 25
2023
Q2 		$375K Buy
5,152
+271
+6% +$19.9K 0.21% 26
2023
Q1 		$361K Sell
4,881
-1,626
-25% -$119K 0.22% 25
2022
Q4 		$468K Buy
6,507
+662
+11% +$47.4K 0.3% 23
2022
Q3 		$417K Sell
5,845
-1,514
-21% -$113K 0.29% 23
2022
Q2 		$554K Sell
7,359
-456
-6% -$34.7K 0.37% 23
2022
Q1 		$622K Sell
7,815
-243
-3% -$19.9K 0.4% 21
2021
Q4 		$683K Sell
8,058
-43
-0.5% -$3.66K 0.41% 20
2021
Q3 		$694K Sell
8,101
-668,530
-99% -$57.7M 0.45% 20
2021
Q2 		$7.82M Buy
676,631
+668,715
+8,448% +$57M 0.28% 17
2021
Q1 		$670K Buy
7,916
+134
+2% +$11.6K 0.47% 20
2020
Q4 		$675K Buy
+7,782
New +$685K 0.5% 20

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Weitzel Financial Services's BND Position: Q2 2026 in Review

Weitzel Financial Services reduced its Vanguard Total Bond Market (BND) stake by 1.7% in Q2 2026, selling an estimated $10.9K and leaving 8,327 shares worth $609K. The position accounts for 0.21% of the portfolio, ranked #30.

Weitzel Financial Services first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.82M in Q2 2021. 395 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Weitzel Financial Services held 8,327 shares of Vanguard Total Bond Market worth $609K as of Q2 2026.
  • Weitzel Financial Services sold 148 Vanguard Total Bond Market shares in Q2 2026, an estimated $10.9K.
  • Vanguard Total Bond Market made up 0.21% of Weitzel Financial Services's portfolio in Q2 2026, its #30 holding.
  • Weitzel Financial Services first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • Weitzel Financial Services's Vanguard Total Bond Market position peaked at $7.82M in Q2 2021.
  • 395 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.