Werba Rubin Papier Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Werba Rubin Papier Wealth 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	$31.6M	Buy	429,826 +23,383	+6%	+$1.72M	3.83%	6
2026 Q1	$29.9M	Buy	406,443 +45,848	+13%	+$3.4M	4.17%	6
2025 Q4	$26.7M	Buy	360,595 +109,775	+44%	+$8.17M	7.24%	1
2025 Q3	$18.7M	Buy	250,820 +49,826	+25%	+$3.67M	3.01%	9
2025 Q2	$14.8M	Buy	200,994 +72,561	+56%	+$5.28M	2.78%	8
2025 Q1	$9.43M	Buy	128,433 +114,181	+801%	+$8.29M	2.05%	10
2024 Q4	$1.02M	Buy	+14,252	New	+$1.04M	0.24%	61
2023 Q3	–	Sell	-2,825	Closed	-$205K	–	126
2023 Q2	$205K	Buy	+2,825	New	+$207K	0.07%	108

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

Werba Rubin Papier Wealth Management's BND Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Total Bond Market (BND) stake by 5.8% in Q2 2026, buying an estimated $1.72M and bringing the position to 429,826 shares worth $31.6M. The position accounts for 3.83% of the portfolio, ranked #6.

Werba Rubin Papier Wealth Management first reported a position in BND in Q2 2023 and has held it in 8 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Werba Rubin Papier Wealth Management held 429,826 shares of Vanguard Total Bond Market worth $31.6M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 23,383 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.72M.
Vanguard Total Bond Market made up 3.83% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #6 holding.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 8 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.