Bank Julius Baer & Co
BND icon

Bank Julius Baer & Co’s Vanguard Total Bond Market BND Stock Holding History

Bank Julius Baer & Co’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 		$847K Hold
11,500
– – ﹤0.01% 394
2025
Q4 		$852K Buy
11,500
+1,030
+10% +$76.7K ﹤0.01% 387
2025
Q3 		$779K Hold
10,470
– – ﹤0.01% 385
2025
Q2 		$771K Buy
10,470
+2,970
+40% +$216K ﹤0.01% 350
2025
Q1 		$551K Buy
7,500
+704
+10% +$51.1K ﹤0.01% 354
2024
Q4 		$539K Buy
6,796
+469
+7% +$34.3K ﹤0.01% 346
2024
Q3 		$563K Buy
+6,327
New +$468K ﹤0.01% 318
2024
Q2 		– Sell
-7,500
Closed -$545K – 497
2024
Q1 		$545K Hold
7,500
– – ﹤0.01% 306
2023
Q4 		$552K Sell
7,500
-92
-1% -$6.5K ﹤0.01% 318
2023
Q3 		$530K Sell
7,592
-614
-7% -$43.8K ﹤0.01% 309
2023
Q2 		$597K Sell
8,206
-154
-2% -$11.3K ﹤0.01% 316
2023
Q1 		$617K Hold
8,360
– – ﹤0.01% 325
2022
Q4 		$601K Buy
8,360
+132
+2% +$9.46K ﹤0.01% 326
2022
Q3 		$587K Sell
8,228
-132
-2% -$9.88K ﹤0.01% 320
2022
Q2 		$629K Hold
8,360
– – ﹤0.01% 322
2022
Q1 		$665K Hold
8,360
– – ﹤0.01% 323
2021
Q4 		$709K Buy
8,360
+1,500
+22% +$128K ﹤0.01% 387
2021
Q3 		$586K Buy
6,860
+2
+0% +$173 ﹤0.01% 407
2021
Q2 		$589K Sell
6,858
-2
-0% -$171 ﹤0.01% 427
2021
Q1 		$581K Hold
6,860
– – ﹤0.01% 422
2020
Q4 		$605K Hold
6,860
– – 0.01% 425
2020
Q3 		$605K Hold
6,860
– – 0.01% 355
2020
Q2 		$606K Sell
6,860
-312
-4% -$27.3K 0.01% 334
2020
Q1 		$585K Buy
+7,172
New +$609K 0.01% 298

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co's BND Position: Q1 2026 in Review

Bank Julius Baer & Co held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 11,500 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Bank Julius Baer & Co first reported a position in BND in Q1 2020 and has held it in 24 quarters since. The position peaked at $852K in Q4 2025. 1,770 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Bank Julius Baer & Co held 11,500 shares of Vanguard Total Bond Market worth $847K as of Q1 2026.
  • Bank Julius Baer & Co left its Vanguard Total Bond Market share count unchanged in Q1 2026.
  • Vanguard Total Bond Market made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #394 holding.
  • Bank Julius Baer & Co first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Vanguard Total Bond Market position peaked at $852K in Q4 2025.
  • 1,770 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.