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B.O.S.S. Retirement Advisors’s Vanguard Total Bond Market BND Stock Holding History

B.O.S.S. Retirement 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 		$5.56M Buy
75,481
+5,301
+8% +$393K 1.69% 12
2025
Q4 		$5.2M Sell
70,180
-13,165
-16% -$980K 1.64% 13
2025
Q3 		$6.2M Sell
83,345
-418
-0.5% -$30.8K 1.48% 11
2025
Q2 		$6.17M Buy
83,763
+4,053
+5% +$295K 1.55% 13
2025
Q1 		$5.85M Buy
79,710
+7,783
+11% +$565K 1.7% 12
2024
Q4 		$5.17M Buy
71,927
+56,673
+372% +$4.14M 1.45% 16
2024
Q3 		$1.15M Buy
15,254
+6,867
+82% +$508K 0.23% 111
2024
Q2 		$604K Buy
+8,387
New +$601K 0.15% 124
2024
Q1 		– Sell
-51,840
Closed -$3.81M – 138
2023
Q4 		$3.81M Buy
51,840
+7,560
+17% +$534K 0.74% 30
2023
Q3 		$3.09M Buy
44,280
+7,352
+20% +$525K 0.66% 36
2023
Q2 		$2.68M Buy
36,928
+9,230
+33% +$676K 0.57% 40
2023
Q1 		$2.04M Buy
27,698
+1,621
+6% +$119K 0.48% 68
2022
Q4 		$1.87M Buy
+26,077
New +$1.87M 0.48% 77

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

B.O.S.S. Retirement Advisors's BND Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors increased its Vanguard Total Bond Market (BND) stake by 7.6% in Q1 2026, buying an estimated $393K and bringing the position to 75,481 shares worth $5.56M. The position accounts for 1.69% of the portfolio, ranked #12.

B.O.S.S. Retirement Advisors first reported a position in BND in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.2M in Q3 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • B.O.S.S. Retirement Advisors held 75,481 shares of Vanguard Total Bond Market worth $5.56M as of Q1 2026.
  • B.O.S.S. Retirement Advisors bought 5,301 Vanguard Total Bond Market shares in Q1 2026, an estimated $393K.
  • Vanguard Total Bond Market made up 1.69% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #12 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 13 quarters since.
  • B.O.S.S. Retirement Advisors's Vanguard Total Bond Market position peaked at $6.2M in Q3 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.