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Bartlett & Co Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Bartlett & Co Wealth Management’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 		$3.17M Sell
43,426
-6,550
-13% -$486K 0.04% 168
2025
Q4 		$3.7M Sell
49,976
-826
-2% -$61.5K 0.05% 154
2025
Q3 		$3.78M Sell
50,802
-699
-1% -$51.5K 0.05% 150
2025
Q2 		$3.79M Sell
51,501
-948
-2% -$68.9K 0.05% 150
2025
Q1 		$3.85M Sell
52,449
-732
-1% -$53.1K 0.06% 145
2024
Q4 		$3.82M Sell
53,181
-5,275
-9% -$386K 0.06% 153
2024
Q3 		$4.39M Sell
58,456
-1,578
-3% -$117K 0.06% 145
2024
Q2 		$4.33M Sell
60,034
-9,892
-14% -$708K 0.07% 145
2024
Q1 		$5.08M Sell
69,926
-15,633
-18% -$1.13M 0.08% 141
2023
Q4 		$6.31M Sell
85,559
-17,967
-17% -$1.27M 0.1% 127
2023
Q3 		$7.22M Sell
103,526
-5,694
-5% -$406K 0.13% 111
2023
Q2 		$7.94M Buy
109,220
+3,771
+4% +$276K 0.14% 109
2023
Q1 		$7.79M Sell
105,449
-7,883
-7% -$577K 0.15% 105
2022
Q4 		$8.14M Buy
113,332
+36,350
+47% +$2.6M 0.16% 105
2022
Q3 		$5.49M Buy
76,982
+4,109
+6% +$307K 0.12% 123
2022
Q2 		$5.48M Buy
72,873
+5,841
+9% +$445K 0.11% 124
2022
Q1 		$5.33M Buy
67,032
+43,939
+190% +$3.59M 0.09% 130
2021
Q4 		$1.96M Sell
23,093
-1,578
-6% -$134K 0.03% 182
2021
Q3 		$2.11M Sell
24,671
-250
-1% -$21.6K 0.04% 166
2021
Q2 		$2.14M Buy
24,921
+545
+2% +$46.5K 0.04% 166
2021
Q1 		$2.07M Hold
24,376
– – 0.04% 167
2020
Q4 		$2.15M Sell
24,376
-3,627
-13% -$319K 0.05% 160
2020
Q3 		$2.47M Buy
28,003
+2,312
+9% +$205K 0.06% 150
2020
Q2 		$2.27M Sell
25,691
-1,955
-7% -$171K 0.06% 150
2020
Q1 		$2.36M Buy
27,646
+8,611
+45% +$732K 0.07% 148
2019
Q4 		$1.6M Sell
19,035
-200
-1% -$16.8K 0.04% 185
2019
Q3 		$1.62M Sell
19,235
-301
-2% -$25.2K 0.04% 179
2019
Q2 		$1.62M Sell
19,536
-170
-0.9% -$13.8K 0.06% 143
2019
Q1 		$1.6M Buy
19,706
+134
+0.7% +$10.7K 0.06% 141
2018
Q4 		$1.55M Sell
19,572
-9,270
-32% -$725K 0.07% 142
2018
Q3 		$2.27M Sell
28,842
-110
-0.4% -$8.7K 0.09% 122
2018
Q2 		$2.29M Hold
28,952
– – 0.09% 117
2018
Q1 		$2.31M Buy
+28,952
New +$2.32M 0.1% 113

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

Bartlett & Co Wealth Management's BND Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 13% in Q1 2026, selling an estimated $486K and leaving 43,426 shares worth $3.17M. The position accounts for 0.04% of the portfolio, ranked #168.

Bartlett & Co Wealth Management first reported a position in BND in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.14M in Q4 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Bartlett & Co Wealth Management held 43,426 shares of Vanguard Total Bond Market worth $3.17M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 6,550 Vanguard Total Bond Market shares in Q1 2026, an estimated $486K.
  • Vanguard Total Bond Market made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #168 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Vanguard Total Bond Market position peaked at $8.14M in Q4 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.