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Atomi Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Atomi Financial Group’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 		$49.5M Sell
671,518
-93,327
-12% -$6.92M 1.52% 10
2025
Q4 		$56.7M Buy
764,845
+102,002
+15% +$7.59M 1.66% 12
2025
Q3 		$49.3M Buy
662,843
+148,329
+29% +$10.9M 1.59% 14
2025
Q2 		$37.9M Buy
514,514
+96,958
+23% +$7.05M 1.43% 16
2025
Q1 		$30.7M Buy
417,556
+83,922
+25% +$6.09M 1.4% 13
2024
Q4 		$24M Buy
333,634
+80,260
+32% +$5.87M 1.21% 16
2024
Q3 		$19M Buy
253,374
+93,018
+58% +$6.88M 1.19% 16
2024
Q2 		$11.6M Buy
160,356
+106,767
+199% +$7.65M 0.86% 22
2024
Q1 		$3.89M Buy
53,589
+49,280
+1,144% +$3.58M 0.36% 60
2023
Q4 		$317K Buy
+4,309
New +$304K 0.04% 399

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

Atomi Financial Group's BND Position: Q1 2026 in Review

Atomi Financial Group reduced its Vanguard Total Bond Market (BND) stake by 12% in Q1 2026, selling an estimated $6.92M and leaving 671,518 shares worth $49.5M. The position accounts for 1.52% of the portfolio, ranked #10.

Atomi Financial Group first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.7M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Atomi Financial Group held 671,518 shares of Vanguard Total Bond Market worth $49.5M as of Q1 2026.
  • Atomi Financial Group sold 93,327 Vanguard Total Bond Market shares in Q1 2026, an estimated $6.92M.
  • Vanguard Total Bond Market made up 1.52% of Atomi Financial Group's portfolio in Q1 2026, its #10 holding.
  • Atomi Financial Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Vanguard Total Bond Market position peaked at $56.7M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.