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Arete Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Arete Wealth 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 		$1.19M Sell
16,117
-8,267
-34% -$613K 0.09% 208
2025
Q4 		$1.81M Buy
24,384
+8,114
+50% +$604K 0.11% 190
2025
Q3 		$1.21M Buy
16,270
+3,237
+25% +$238K 0.08% 246
2025
Q2 		$960K Buy
13,033
+599
+5% +$43.6K 0.07% 260
2025
Q1 		$913K Buy
12,434
+883
+8% +$64.1K 0.07% 259
2024
Q4 		$831K Sell
11,551
-690
-6% -$50.4K 0.06% 287
2024
Q3 		$919K Sell
12,241
-1,037
-8% -$76.7K 0.08% 237
2024
Q2 		$958K Sell
13,278
-43,755
-77% -$3.13M 0.08% 244
2024
Q1 		$4.14M Sell
57,033
-2,678
-4% -$194K 0.38% 62
2023
Q4 		$4.39M Buy
+59,711
New +$4.22M 0.33% 64
2023
Q3 		– Sell
-41,049
Closed -$2.98M – 528
2023
Q2 		$2.98M Buy
41,049
+4,898
+14% +$359K 0.26% 86
2023
Q1 		$2.67M Sell
36,151
-8,922
-20% -$653K 0.22% 94
2022
Q4 		$3.24B Buy
45,073
+22,084
+96% +$1.58M 0.28% 77
2022
Q3 		$1.64M Sell
22,989
-217,730
-90% -$16.3M 0.16% 120
2022
Q2 		$9.77M Buy
240,719
+224,088
+1,347% +$17.1M 0.99% 24
2022
Q1 		$1.32M Buy
+16,631
New +$1.36M 0.11% 150
2019
Q4 		– Sell
-2,482
Closed -$210K – 393
2019
Q3 		$210K Buy
+2,482
New +$208K 0.04% 364
2019
Q2 		– Sell
-2,691
Closed -$218K – 391
2019
Q1 		$218K Sell
2,691
-569
-17% -$45.4K 0.05% 342
2018
Q4 		$258K Sell
3,260
-1,161
-26% -$90.8K 0.06% 292
2018
Q3 		$348K Sell
4,421
-579
-12% -$45.8K 0.08% 241
2018
Q2 		$396K Sell
5,000
-740
-13% -$58.5K 0.09% 224
2018
Q1 		$459K Sell
5,740
-690
-11% -$55.2K 0.15% 175
2017
Q4 		$524K Buy
6,430
+1,261
+24% +$103K 0.17% 161
2017
Q3 		$424K Buy
+5,169
New +$424K 0.17% 173

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

Arete Wealth Advisors's BND Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 34% in Q1 2026, selling an estimated $613K and leaving 16,117 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #208.

Arete Wealth Advisors first reported a position in BND in Q3 2017 and has held it in 24 quarters since. The position peaked at $3.24B in Q4 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Arete Wealth Advisors held 16,117 shares of Vanguard Total Bond Market worth $1.19M as of Q1 2026.
  • Arete Wealth Advisors sold 8,267 Vanguard Total Bond Market shares in Q1 2026, an estimated $613K.
  • Vanguard Total Bond Market made up 0.09% of Arete Wealth Advisors's portfolio in Q1 2026, its #208 holding.
  • Arete Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2017 and has held it in 24 quarters since.
  • Arete Wealth Advisors's Vanguard Total Bond Market position peaked at $3.24B in Q4 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.