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BOK Financial Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

BOK Financial Private Wealth’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 		$1.61M Sell
21,805
-333
-2% -$24.7K 0.1% 73
2025
Q4 		$1.64M Sell
22,138
-2,749
-11% -$205K 0.1% 66
2025
Q3 		$1.85M Buy
24,887
+330
+1% +$24.3K 0.12% 63
2025
Q2 		$1.81M Sell
24,557
-3,534
-13% -$257K 0.12% 66
2025
Q1 		$2.06M Sell
28,091
-13,068
-32% -$948K 0.16% 61
2024
Q4 		$2.96M Sell
41,159
-21,190
-34% -$1.55M 0.22% 45
2024
Q3 		$4.68M Sell
62,349
-56,525
-48% -$4.18M 0.34% 34
2024
Q2 		$8.56M Sell
118,874
-8,740
-7% -$626K 0.62% 22
2024
Q1 		$9.27M Buy
127,614
+2,313
+2% +$168K 0.69% 20
2023
Q4 		$9.22M Buy
125,301
+3,600
+3% +$254K 0.75% 20
2023
Q3 		$8.49M Buy
121,701
+12,391
+11% +$885K 0.74% 20
2023
Q2 		$7.95M Buy
109,310
+19,571
+22% +$1.43M 0.65% 22
2023
Q1 		$6.63M Buy
89,739
+9,054
+11% +$663K 0.53% 24
2022
Q4 		$5.8M Sell
80,685
-587
-0.7% -$42K 0.48% 28
2022
Q3 		$5.8M Buy
81,272
+52,922
+187% +$3.96M 0.52% 28
2022
Q2 		$2.13M Buy
28,350
+3,543
+14% +$270K 0.19% 79
2022
Q1 		$1.97M Sell
24,807
-10,663
-30% -$871K 0.14% 97
2021
Q4 		$3.01M Sell
35,470
-30,456
-46% -$2.59M 0.21% 78
2021
Q3 		$5.63M Buy
65,926
+6,027
+10% +$520K 0.45% 39
2021
Q2 		$5.14M Sell
59,899
-15,177
-20% -$1.29M 0.42% 41
2021
Q1 		$6.36M Sell
75,076
-31,099
-29% -$2.68M 0.58% 29
2020
Q4 		$9.36M Buy
106,175
+11,873
+13% +$1.04M 0.89% 23
2020
Q3 		$8.32M Buy
94,302
+73,263
+348% +$6.5M 0.87% 25
2020
Q2 		$1.86M Buy
21,039
+2,789
+15% +$244K 0.19% 81
2020
Q1 		$1.56M Buy
18,250
+10,329
+130% +$878K 0.19% 89
2019
Q4 		$664K Buy
+7,921
New +$666K 0.06% 117
2018
Q3 		– Sell
-3,286
Closed -$260K – 107
2018
Q2 		$260K Sell
3,286
-1,119
-25% -$88.5K 0.04% 84
2018
Q1 		$352K Sell
4,405
-3,340
-43% -$267K 0.06% 68
2017
Q4 		$632K Sell
7,745
-762
-9% -$62.2K 0.1% 53
2017
Q3 		$697K Hold
8,507
– – 0.11% 52
2017
Q2 		$696K Sell
8,507
-1,056
-11% -$86.2K 0.1% 57
2017
Q1 		$775K Buy
9,563
+873
+10% +$70.6K 0.11% 58
2016
Q4 		$702K Sell
8,690
-1,305
-13% -$107K 0.11% 61
2016
Q3 		$841K Buy
9,995
+1,490
+18% +$125K 0.13% 53
2016
Q2 		$717K Buy
+8,505
New +$707K 0.11% 56

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

BOK Financial Private Wealth's BND Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Vanguard Total Bond Market (BND) stake by 1.5% in Q1 2026, selling an estimated $24.7K and leaving 21,805 shares worth $1.61M. The position accounts for 0.1% of the portfolio, ranked #73.

BOK Financial Private Wealth first reported a position in BND in Q2 2016 and has held it in 35 quarters since. The position peaked at $9.36M in Q4 2020. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • BOK Financial Private Wealth held 21,805 shares of Vanguard Total Bond Market worth $1.61M as of Q1 2026.
  • BOK Financial Private Wealth sold 333 Vanguard Total Bond Market shares in Q1 2026, an estimated $24.7K.
  • Vanguard Total Bond Market made up 0.1% of BOK Financial Private Wealth's portfolio in Q1 2026, its #73 holding.
  • BOK Financial Private Wealth first reported a position in Vanguard Total Bond Market in Q2 2016 and has held it in 35 quarters since.
  • BOK Financial Private Wealth's Vanguard Total Bond Market position peaked at $9.36M in Q4 2020.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.