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C.M. Bidwell & Associates’s Vanguard Total Bond Market BND Stock Holding History

C.M. Bidwell & Associates’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 		$4.3M Buy
58,453
+3,179
+6% +$236K 2.01% 12
2025
Q4 		$4.09M Buy
55,274
+1,442
+3% +$107K 1.93% 12
2025
Q3 		$4M Sell
53,832
-736
-1% -$54.2K 1.93% 12
2025
Q2 		$4.02M Sell
54,568
-3,237
-6% -$235K 2.08% 13
2025
Q1 		$4.25M Buy
57,805
+1,887
+3% +$137K 2.55% 9
2024
Q4 		$4.02M Buy
55,918
+4,069
+8% +$297K 2.44% 9
2024
Q3 		$3.89M Buy
51,849
+1,972
+4% +$146K 2.38% 12
2024
Q2 		$3.59M Sell
49,877
-942
-2% -$67.5K 2.41% 11
2024
Q1 		$3.69M Buy
50,819
+2,965
+6% +$215K 2.51% 9
2023
Q4 		$3.52M Buy
47,854
+6,242
+15% +$441K 2.61% 9
2023
Q3 		$2.9M Sell
41,612
-676
-2% -$48.3K 2.21% 12
2023
Q2 		$3.07M Buy
42,288
+268
+0.6% +$19.6K 2.25% 10
2023
Q1 		$3.1M Buy
42,020
+3,207
+8% +$235K 2.35% 10
2022
Q4 		$2.79M Buy
38,813
+1,779
+5% +$127K 2.2% 10
2022
Q3 		$2.64M Sell
37,034
-3,279
-8% -$245K 2.19% 9
2022
Q2 		$3.03M Sell
40,313
-5,292
-12% -$403K 2.4% 9
2022
Q1 		$3.63M Sell
45,605
-4,171
-8% -$341K 2.38% 9
2021
Q4 		$4.22M Sell
49,776
-413
-0.8% -$35.2K 2.59% 7
2021
Q3 		$4.29M Sell
50,189
-13,574
-21% -$1.17M 2.85% 6
2021
Q2 		$5.48M Buy
63,763
+93
+0.1% +$7.93K 3.59% 4
2021
Q1 		$5.39M Buy
63,670
+44,066
+225% +$3.8M 3.94% 2
2020
Q4 		$1.73M Buy
19,604
+9,332
+91% +$821K 1.42% 18
2020
Q3 		$906K Buy
10,272
+62
+0.6% +$5.5K 0.83% 26
2020
Q2 		$902K Sell
10,210
-3,575
-26% -$313K 0.82% 26
2020
Q1 		$1.18M Sell
13,785
-5,764
-29% -$490K 1.24% 18
2019
Q4 		$1.64M Buy
19,549
+4,269
+28% +$359K 1.48% 17
2019
Q3 		$1.29M Sell
15,280
-1,761
-10% -$148K 1.28% 14
2019
Q2 		$1.42M Sell
17,041
-1,487
-8% -$121K 1.41% 11
2019
Q1 		$1.5M Sell
18,528
-399
-2% -$31.9K 1.5% 11
2018
Q4 		$1.5M Sell
18,927
-2,102
-10% -$164K 1.63% 11
2018
Q3 		$1.66M Buy
21,029
+2,132
+11% +$169K 1.57% 10
2018
Q2 		$1.5M Sell
18,897
-1,937
-9% -$153K 1.39% 10
2018
Q1 		$1.67M Sell
20,834
-687
-3% -$55K 1.52% 9
2017
Q4 		$1.76M Buy
+21,521
New +$1.76M 1.51% 8
2016
Q1 		– Sell
-1,105
Closed -$89K – 262
2015
Q4 		$89K Buy
+1,105
New +$89.9K 0.02% 205

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

C.M. Bidwell & Associates's BND Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Vanguard Total Bond Market (BND) stake by 5.8% in Q1 2026, buying an estimated $236K and bringing the position to 58,453 shares worth $4.3M. The position accounts for 2.01% of the portfolio, ranked #12.

C.M. Bidwell & Associates first reported a position in BND in Q4 2015 and has held it in 35 quarters since. The position peaked at $5.48M in Q2 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • C.M. Bidwell & Associates held 58,453 shares of Vanguard Total Bond Market worth $4.3M as of Q1 2026.
  • C.M. Bidwell & Associates bought 3,179 Vanguard Total Bond Market shares in Q1 2026, an estimated $236K.
  • Vanguard Total Bond Market made up 2.01% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #12 holding.
  • C.M. Bidwell & Associates first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 35 quarters since.
  • C.M. Bidwell & Associates's Vanguard Total Bond Market position peaked at $5.48M in Q2 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.