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Baron Silver Stevens Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Baron Silver Stevens Financial 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 		$29.5M Buy
400,097
+34,922
+10% +$2.59M 4.28% 7
2025
Q4 		$27M Buy
365,175
+20,639
+6% +$1.54M 3.9% 7
2025
Q3 		$25.6M Buy
344,536
+18,130
+6% +$1.33M 3.75% 7
2025
Q2 		$24M Buy
326,406
+25,708
+9% +$1.87M 3.85% 7
2025
Q1 		$22.1M Sell
300,698
-3,193
-1% -$232K 3.86% 8
2024
Q4 		$21.9M Buy
303,891
+22,692
+8% +$1.66M 3.71% 8
2024
Q3 		$21.1M Buy
281,199
+8,768
+3% +$649K 3.69% 8
2024
Q2 		$19.6M Buy
272,431
+6,406
+2% +$459K 3.72% 8
2024
Q1 		$19.3M Buy
266,025
+2,788
+1% +$202K 3.73% 8
2023
Q4 		$19.4M Buy
263,237
+50,887
+24% +$3.59M 4.06% 8
2023
Q3 		$14.8M Buy
212,350
+37,375
+21% +$2.67M 3.35% 11
2023
Q2 		$12.7M Buy
174,975
+47,571
+37% +$3.48M 2.79% 15
2023
Q1 		$9.41M Sell
127,404
-14,471
-10% -$1.06M 2.45% 15
2022
Q4 		$10.2M Buy
141,875
+22,293
+19% +$1.6M 2.51% 15
2022
Q3 		$11.2K Buy
119,582
+13,296
+13% +$995K 3.06% 14
2022
Q2 		$8M Sell
106,286
-10,421
-9% -$793K 2.07% 17
2022
Q1 		$9.28M Buy
116,707
+16,747
+17% +$1.37M 2.18% 16
2021
Q4 		$8.47M Buy
99,960
+18,811
+23% +$1.6M 2% 15
2021
Q3 		$6.93M Buy
81,149
+20,299
+33% +$1.75M 1.85% 16
2021
Q2 		$5.23M Buy
+60,850
New +$5.19M 1.42% 17
2021
Q1 		– Sell
-14,785
Closed -$1.3M – 99
2020
Q4 		$1.3M Buy
+14,785
New +$1.3M 0.45% 25

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

Baron Silver Stevens Financial Advisors's BND Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 9.6% in Q1 2026, buying an estimated $2.59M and bringing the position to 400,097 shares worth $29.5M. The position accounts for 4.28% of the portfolio, ranked #7.

Baron Silver Stevens Financial Advisors first reported a position in BND in Q4 2020 and has held it in 21 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 400,097 shares of Vanguard Total Bond Market worth $29.5M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 34,922 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.59M.
  • Vanguard Total Bond Market made up 4.28% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 21 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.