BridgePort Financial Solutions’s Vanguard Total Bond Market BND Stock Holding History

BridgePort Financial Solutions’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	$782K	Sell	10,622 -54	-0.5%	-$4.01K	0.22%	87
2025 Q4	$791K	Buy	10,676 +2,318	+28%	+$173K	0.21%	88
2025 Q3	$622K	Sell	8,358 -1,169	-12%	-$86.1K	0.17%	112
2025 Q2	$701K	Buy	9,527 +42	+0.4%	+$3.06K	0.23%	86
2025 Q1	$697K	Sell	9,485 -132	-1%	-$9.58K	0.31%	69
2024 Q4	$705K	Buy	+9,617	New	+$703K	0.32%	70

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

BridgePort Financial Solutions's BND Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its Vanguard Total Bond Market (BND) stake by 0.51% in Q1 2026, selling an estimated $4.01K and leaving 10,622 shares worth $782K. The position accounts for 0.22% of the portfolio, ranked #87.

BridgePort Financial Solutions first reported a position in BND in Q4 2024 and has held it in 6 quarters since. The position peaked at $791K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

BridgePort Financial Solutions held 10,622 shares of Vanguard Total Bond Market worth $782K as of Q1 2026.
BridgePort Financial Solutions sold 54 Vanguard Total Bond Market shares in Q1 2026, an estimated $4.01K.
Vanguard Total Bond Market made up 0.22% of BridgePort Financial Solutions's portfolio in Q1 2026, its #87 holding.
BridgePort Financial Solutions first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's Vanguard Total Bond Market position peaked at $791K in Q4 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.