Allegiance Financial Group Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Allegiance Financial Group Advisory 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 Q1	$2.35M	Sell	31,872 -3,681	-10%	-$273K	0.47%	27
2025 Q4	$2.63M	Buy	35,553 +1,705	+5%	+$127K	0.55%	26
2025 Q3	$2.52M	Sell	33,848 -401	-1%	-$29.5K	0.58%	25
2025 Q2	$2.52M	Buy	34,249 +2,955	+9%	+$215K	0.67%	25
2025 Q1	$2.3M	Sell	31,294 -4,305	-12%	-$312K	0.7%	26
2024 Q4	$2.56M	Sell	35,599 -969	-3%	-$70.8K	0.83%	24
2024 Q3	$2.75M	Buy	36,568 +706	+2%	+$52.2K	0.96%	23
2024 Q2	$2.58M	Buy	35,862 +1,864	+5%	+$133K	0.99%	23
2024 Q1	$2.47M	Sell	33,998 -3,483	-9%	-$253K	1.01%	22
2023 Q4	$2.76M	Buy	37,481 +28	+0.1%	+$1.98K	1.3%	21
2023 Q3	$2.61M	Buy	37,453 +1,049	+3%	+$74.9K	1.47%	20
2023 Q2	$2.65M	Sell	36,404 -9,979	-22%	-$731K	1.56%	19
2023 Q1	$3.42M	Buy	46,383 +5,900	+15%	+$432K	2.53%	14
2022 Q4	$2.91M	Buy	+40,483	New	+$2.9M	2.79%	11

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allegiance Financial Group Advisory Services's BND Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services reduced its Vanguard Total Bond Market (BND) stake by 10% in Q1 2026, selling an estimated $273K and leaving 31,872 shares worth $2.35M. The position accounts for 0.47% of the portfolio, ranked #27.

Allegiance Financial Group Advisory Services first reported a position in BND in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.42M in Q1 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Allegiance Financial Group Advisory Services held 31,872 shares of Vanguard Total Bond Market worth $2.35M as of Q1 2026.
Allegiance Financial Group Advisory Services sold 3,681 Vanguard Total Bond Market shares in Q1 2026, an estimated $273K.
Vanguard Total Bond Market made up 0.47% of Allegiance Financial Group Advisory Services's portfolio in Q1 2026, its #27 holding.
Allegiance Financial Group Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
Allegiance Financial Group Advisory Services's Vanguard Total Bond Market position peaked at $3.42M in Q1 2023.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.