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Avion Wealth’s Vanguard Total Bond Market BND Stock Holding History

Avion Wealth’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 		$1.13M Buy
15,319
+8
+0.1% +$594 0.23% 37
2025
Q4 		$1.13M Sell
15,311
-352
-2% -$26.2K 0.24% 38
2025
Q3 		$1.16M Sell
15,663
-863
-5% -$63.5K 0.25% 34
2025
Q2 		$1.22M Sell
16,526
-215
-1% -$15.6K 0.28% 34
2025
Q1 		$1.2M Hold
16,741
– – 0.31% 34
2024
Q4 		$1.2M Buy
16,741
+14,822
+772% +$1.08M 0.31% 34
2024
Q3 		$144K Buy
1,919
+68
+4% +$5.03K 0.04% 96
2024
Q2 		$133K Buy
1,851
+68
+4% +$4.87K 0.04% 92
2024
Q1 		$130K Buy
1,783
+73
+4% +$5.3K 0.03% 96
2023
Q4 		$126K Buy
1,710
+1,323
+342% +$93.4K 0.04% 93
2023
Q3 		$27K Sell
387
-50
-11% -$3.57K 0.01% 188
2023
Q2 		$31K Buy
437
+25
+6% +$1.83K 0.01% 191
2023
Q1 		$29K Sell
412
-16,657
-98% -$1.22M 0.01% 187
2022
Q4 		$1.22M Hold
17,069
– – 0.38% 31
2022
Q3 		$1.22M Sell
17,069
-101
-0.6% -$7.56K 0.38% 31
2022
Q2 		$1.29M Sell
17,170
-2,136
-11% -$163K 0.4% 29
2022
Q1 		$1.54M Sell
19,306
-11,998
-38% -$980K 0.44% 29
2021
Q4 		$2.65M Buy
31,304
+28,562
+1,042% +$2.43M 0.75% 22
2021
Q3 		$234K Sell
2,742
-326
-11% -$28.1K 0.07% 44
2021
Q2 		$264K Sell
3,068
-37
-1% -$3.16K 0.08% 42
2021
Q1 		$263K Sell
3,105
-1,616
-34% -$139K 0.09% 38
2020
Q4 		$416K Sell
4,721
-433
-8% -$38.1K 0.13% 31
2020
Q3 		$455K Buy
5,154
+68
+1% +$6.03K 0.15% 28
2020
Q2 		$449K Sell
5,086
-90
-2% -$7.87K 0.16% 27
2020
Q1 		$442K Sell
5,176
-959
-16% -$81.5K 0.19% 24
2019
Q4 		$514K Sell
6,135
-19
-0.3% -$1.6K 0.46% 22
2019
Q3 		$520K Buy
+6,154
New +$516K 0.5% 22

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

Avion Wealth's BND Position: Q1 2026 in Review

Avion Wealth increased its Vanguard Total Bond Market (BND) stake by 0.05% in Q1 2026, buying an estimated $594 and bringing the position to 15,319 shares worth $1.13M. The position accounts for 0.23% of the portfolio, ranked #37.

Avion Wealth first reported a position in BND in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.65M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Avion Wealth held 15,319 shares of Vanguard Total Bond Market worth $1.13M as of Q1 2026.
  • Avion Wealth bought 8 Vanguard Total Bond Market shares in Q1 2026, an estimated $594.
  • Vanguard Total Bond Market made up 0.23% of Avion Wealth's portfolio in Q1 2026, its #37 holding.
  • Avion Wealth first reported a position in Vanguard Total Bond Market in Q3 2019 and has held it in 27 quarters since.
  • Avion Wealth's Vanguard Total Bond Market position peaked at $2.65M in Q4 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.