BFM
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Broadview Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Broadview Financial 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 		$11.2M Sell
151,932
-237
-0.2% -$17.6K 7.64% 3
2025
Q4 		$11.3M Buy
152,169
+1,845
+1% +$137K 7.54% 3
2025
Q3 		$11.2M Sell
150,324
-1,933
-1% -$142K 7.54% 3
2025
Q2 		$11.2M Buy
152,257
+3,764
+3% +$274K 7.62% 3
2025
Q1 		$10.9M Buy
148,493
+115
+0.1% +$8.35K 8.14% 3
2024
Q4 		$10.7M Buy
148,378
+1,459
+1% +$107K 7.63% 5
2024
Q3 		$11M Buy
146,919
+214
+0.1% +$15.8K 7.47% 4
2024
Q2 		$10.6M Buy
146,705
+10,140
+7% +$726K 7.7% 4
2024
Q1 		$9.92M Sell
136,565
-4
-0% -$290 7.22% 4
2023
Q4 		$10M Buy
+136,569
New +$9.64M 7.75% 4

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

Broadview Financial Management's BND Position: Q1 2026 in Review

Broadview Financial Management reduced its Vanguard Total Bond Market (BND) stake by 0.16% in Q1 2026, selling an estimated $17.6K and leaving 151,932 shares worth $11.2M. The position accounts for 7.64% of the portfolio, ranked #3.

Broadview Financial Management first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Broadview Financial Management held 151,932 shares of Vanguard Total Bond Market worth $11.2M as of Q1 2026.
  • Broadview Financial Management sold 237 Vanguard Total Bond Market shares in Q1 2026, an estimated $17.6K.
  • Vanguard Total Bond Market made up 7.64% of Broadview Financial Management's portfolio in Q1 2026, its #3 holding.
  • Broadview Financial Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • Broadview Financial Management's Vanguard Total Bond Market position peaked at $11.3M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.