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

Widmann 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	$755K	Sell	10,290 -159	-2%	-$11.7K	0.41%	65
2026 Q1	$769K	Buy	10,449 +231	+2%	+$17.1K	0.46%	61
2025 Q4	$757K	Hold	10,218	–	–	0.46%	63
2025 Q3	$760K	Hold	10,218	–	–	0.48%	59
2025 Q2	$752K	Hold	10,218	–	–	0.52%	52
2025 Q1	$751K	Hold	10,218	–	–	0.58%	50
2024 Q4	$735K	Hold	10,218	–	–	0.57%	50
2024 Q3	$767K	Buy	+10,218	New	+$756K	0.58%	50
2022 Q1	–	Sell	-1,150	Closed	-$97K	–	126
2021 Q4	$97K	Buy	+1,150	New	+$97.9K	0.08%	124

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

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

Widmann Financial Services reduced its Vanguard Total Bond Market (BND) stake by 1.5% in Q2 2026, selling an estimated $11.7K and leaving 10,290 shares worth $755K. The position accounts for 0.41% of the portfolio, ranked #65.

Widmann Financial Services first reported a position in BND in Q4 2021 and has held it in 9 quarters since. The position peaked at $769K in Q1 2026. 1,825 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Widmann Financial Services held 10,290 shares of Vanguard Total Bond Market worth $755K as of Q2 2026.
Widmann Financial Services sold 159 Vanguard Total Bond Market shares in Q2 2026, an estimated $11.7K.
Vanguard Total Bond Market made up 0.41% of Widmann Financial Services's portfolio in Q2 2026, its #65 holding.
Widmann Financial Services first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 9 quarters since.
Widmann Financial Services's Vanguard Total Bond Market position peaked at $769K in Q1 2026.
1,825 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.