Stegner Investment Associates Inc. BND — VANGUARD BD INDEX FDS

Ownership history in Stegner Investment Associates Inc.  ·  19 quarters on record

AI Ownership Summary

Stegner Investment Associates Inc. reported VANGUARD BD INDEX FDS (BND) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows BND at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stegner Investment Associates Inc.'s position in VANGUARD BD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BND was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BND stock page Stegner Investment Associates Inc. fund profile Stegner Investment Associates Inc. full holdings
How Stegner Investment Associates Inc. held BND — position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 6,869 +1,856 +37.0% 0.24% $504K 2026-07-24 $nan
2026 Q1 ADDED — — — 5,013 +230 +4.8% 0.20% $369K 2026-04-30 $72.77
2025 Q4 REDUCED 19.8% +0.1% ❌ 4,783 -1,181 -19.8% 0.19% $354K 2026-01-30 $72.78
2025 Q3 ADDED — — — 5,964 +170 +2.9% 0.24% $444K 2025-11-06 $72.44
2025 Q2 REDUCED — — — 5,794 -235 -3.9% 0.26% $427K 2025-07-28 $70.18
2025 Q1 ADDED — — — 6,029 +224 +3.9% 0.31% $443K 2025-05-05 $69.35
2024 Q4 ADDED — — — 5,805 +536 +10.2% 0.28% $417K 2025-02-06 $68.66
2024 Q3 REDUCED — — — 5,269 -233 -4.2% 0.27% $396K 2024-10-11 $68.97
2024 Q2 ADDED — — — 5,502 +218 +4.1% 0.29% $396K 2024-07-23 $67.31
2024 Q1 ADDED — — — 5,284 +319 +6.4% 0.28% $384K 2024-04-22 $64.97
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BND

As of 2026 Q2 — sorted by position size

New Jersey Better Educational Savings Trust 3Y 7Y 41.88% BURRUS FINANCIAL SERVICES, INC. 34.59% Arizona PSPRS Trust 27.27% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 20.94% SimpliFi, Inc. 3Y 7Y 20.37% Gibson Wealth Advisors LLC 3Y 19.69% AllGen Financial Advisors, Inc. 3Y 19.6% Joule Financial, LLC 3Y 18.74% SBI Okasan Asset Management Co.Ltd. 16.71% Newton One Investments LLC 3Y 13.99%

FAQ About Stegner Investment Associates Inc. and BND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stegner Investment Associates Inc. reported owning BND?

Stegner Investment Associates Inc. reported BND across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BND position in Stegner Investment Associates Inc.'s portfolio?

The largest reported portfolio weight for BND was 0.31% in 2025 Q1.

What is the latest reported BND position on this page?

The most recent filing on this page is 2026 Q2, when Stegner Investment Associates Inc. reported 6,869 shares, equal to 0.24% of portfolio, with an estimated market value of $504K.

What does the chart on this BND ownership page compare?

The chart compares Stegner Investment Associates Inc.'s quarterly BND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stegner Investment Associates Inc. time their BND position?

Based on 13F filing dates vs. subsequent BND price moves, Stegner Investment Associates Inc. correctly timed 12 out of 18 reported position changes (67%).

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