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Bright Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Bright 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 		– Sell
-4,511
Closed -$334K – 68
2025
Q4 		$334K Hold
4,511
– – 0.16% 46
2025
Q3 		$335K Buy
+4,511
New +$332K 0.16% 46
2025
Q1 		– Sell
-3,141
Closed -$226K – 59
2024
Q4 		$226K Buy
+3,141
New +$230K 0.14% 50
2024
Q2 		– Sell
-6,866
Closed -$373K – 50
2024
Q1 		$373K Buy
+6,866
New +$498K 0.28% 30

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

Bright Financial Advisors's BND Position: Q1 2026 in Review

Bright Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 4,511 shares — an estimated $334K sold.

Bright Financial Advisors first reported a position in BND in Q1 2024 and held it in 4 quarters. The position peaked at $373K in Q1 2024. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Bright Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Bright Financial Advisors sold 4,511 Vanguard Total Bond Market shares in Q1 2026, an estimated $334K.
  • Bright Financial Advisors first reported a position in Vanguard Total Bond Market in Q1 2024 and held it in 4 quarters.
  • Bright Financial Advisors's Vanguard Total Bond Market position peaked at $373K in Q1 2024.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.