Planning Strategies Inc.’s Vanguard Total Bond Market BND Stock Holding History

Planning Strategies Inc.’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	$58.7K	Buy	+799	New	+$58.6K	0.04%	144

Other funds holding BND

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Planning Strategies Inc.'s BND Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 799 shares worth $58.7K. The stake represents 0.04% of the portfolio and ranks #144 among its holdings.

777 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Planning Strategies Inc. held 799 shares of Vanguard Total Bond Market worth $58.7K as of Q2 2026.
Vanguard Total Bond Market was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Total Bond Market made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #144 holding.
777 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.