BlueStem Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

BlueStem Wealth Partners’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	$27.8M	Buy	377,904 +86,840	+30%	+$6.44M	3.09%	12
2025 Q4	$21.6M	Buy	291,064 +29,810	+11%	+$2.22M	2.38%	12
2025 Q3	$19.4M	Buy	261,254 +14,988	+6%	+$1.1M	2.22%	11
2025 Q2	$18.1M	Sell	246,266 -144,694	-37%	-$10.5M	2.23%	11
2025 Q1	$28.7M	Sell	390,960 -140,741	-26%	-$10.2M	3.92%	8
2024 Q4	$38.2M	Buy	+531,701	New	+$38.9M	5.02%	7

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlueStem Wealth Partners's BND Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 30% in Q1 2026, buying an estimated $6.44M and bringing the position to 377,904 shares worth $27.8M. The position accounts for 3.09% of the portfolio, ranked #12.

BlueStem Wealth Partners first reported a position in BND in Q4 2024 and has held it in 6 quarters since. The position peaked at $38.2M in Q4 2024. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

BlueStem Wealth Partners held 377,904 shares of Vanguard Total Bond Market worth $27.8M as of Q1 2026.
BlueStem Wealth Partners bought 86,840 Vanguard Total Bond Market shares in Q1 2026, an estimated $6.44M.
Vanguard Total Bond Market made up 3.09% of BlueStem Wealth Partners's portfolio in Q1 2026, its #12 holding.
BlueStem Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Vanguard Total Bond Market position peaked at $38.2M in Q4 2024.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.