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AllGen Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

AllGen Financial Advisors’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 		$82.6M Buy
1,121,593
+35,683
+3% +$2.65M 19.6% 2
2025
Q4 		$80.4M Buy
1,085,910
+66,820
+7% +$4.97M 19.08% 2
2025
Q3 		$75.8M Buy
1,019,090
+176,713
+21% +$13M 18.62% 2
2025
Q2 		$62M Buy
842,377
+118,462
+16% +$8.62M 16.66% 2
2025
Q1 		$53.2M Buy
723,915
+30,570
+4% +$2.22M 15.74% 1
2024
Q4 		$49.9M Buy
693,345
+103,811
+18% +$7.59M 16.74% 1
2024
Q3 		$44.3M Buy
589,534
+313,436
+114% +$23.2M 14.37% 1
2024
Q2 		$19.9M Buy
+276,098
New +$19.8M 7.55% 4
2023
Q1 		– Sell
-6,506
Closed -$467K – 34
2022
Q4 		$467K Buy
+6,506
New +$466K 0.34% 29
2022
Q1 		– Sell
-81,615
Closed -$6.92M – 36
2021
Q4 		$6.92M Buy
+81,615
New +$6.95M 5.13% 6
2021
Q2 		– Sell
-31,118
Closed -$2.64M – 34
2021
Q1 		$2.64M Sell
31,118
-937
-3% -$80.8K 2.16% 13
2020
Q4 		$2.83M Buy
+32,055
New +$2.82M 2.62% 9

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AllGen Financial Advisors's BND Position: Q1 2026 in Review

AllGen Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 3.3% in Q1 2026, buying an estimated $2.65M and bringing the position to 1,121,593 shares worth $82.6M. The position accounts for 19.6% of the portfolio, ranked #2.

AllGen Financial Advisors first reported a position in BND in Q4 2020 and has held it in 12 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • AllGen Financial Advisors held 1,121,593 shares of Vanguard Total Bond Market worth $82.6M as of Q1 2026.
  • AllGen Financial Advisors bought 35,683 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.65M.
  • Vanguard Total Bond Market made up 19.6% of AllGen Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • AllGen Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 12 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.