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

Capstone 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 		$130M Buy
1,771,936
+5,966
+0.3% +$443K 7.03% 5
2025
Q4 		$131M Buy
1,765,970
+39,999
+2% +$2.98M 6.96% 5
2025
Q3 		$128M Buy
1,725,971
+32,058
+2% +$2.36M 6.96% 5
2025
Q2 		$125M Buy
1,693,913
+7,258
+0.4% +$528K 7.23% 5
2025
Q1 		$124M Buy
1,686,655
+27,223
+2% +$1.98M 7.77% 4
2024
Q4 		$119M Buy
1,659,432
+55,217
+3% +$4.04M 7.37% 4
2024
Q3 		$120M Buy
1,604,215
+75,484
+5% +$5.59M 7.41% 5
2024
Q2 		$110M Buy
1,528,731
+68,518
+5% +$4.91M 7.27% 4
2024
Q1 		$106M Buy
1,460,213
+56,334
+4% +$4.09M 7.13% 4
2023
Q4 		$103M Buy
1,403,879
+92,110
+7% +$6.5M 7.39% 4
2023
Q3 		$91.5M Buy
1,311,769
+51,482
+4% +$3.68M 7.22% 4
2023
Q2 		$91.6M Buy
1,260,287
+50,000
+4% +$3.66M 6.89% 4
2023
Q1 		$89.4M Buy
1,210,287
+23,450
+2% +$1.72M 7.06% 4
2022
Q4 		$85.3M Buy
1,186,837
+77,361
+7% +$5.54M 7.21% 5
2022
Q3 		$79.1M Buy
1,109,476
+81,876
+8% +$6.13M 7.3% 4
2022
Q2 		$77.3M Sell
1,027,600
-416,683
-29% -$31.7M 6.58% 4
2022
Q1 		$115M Sell
1,444,283
-104,294
-7% -$8.52M 8.34% 4
2021
Q4 		$131M Buy
1,548,577
+25,719
+2% +$2.19M 9.49% 4
2021
Q3 		$130M Buy
1,522,858
+50,696
+3% +$4.38M 10.19% 3
2021
Q2 		$126M Buy
1,472,162
+66,537
+5% +$5.68M 9.99% 3
2021
Q1 		$119M Buy
1,405,625
+116,350
+9% +$10M 10.56% 2
2020
Q4 		$114M Buy
1,289,275
+72,953
+6% +$6.42M 10.79% 2
2020
Q3 		$107M Buy
1,216,322
+67,445
+6% +$5.98M 11.35% 2
2020
Q2 		$101M Buy
1,148,877
+45,447
+4% +$3.97M 11.61% 2
2020
Q1 		$94.2M Sell
1,103,430
-3,357
-0.3% -$285K 12.29% 2
2019
Q4 		$92.8M Buy
1,106,787
+76,538
+7% +$6.43M 13.06% 2
2019
Q3 		$87M Buy
1,030,249
+70,719
+7% +$5.93M 13.3% 2
2019
Q2 		$79.7M Buy
959,530
+40,688
+4% +$3.31M 12.9% 2
2019
Q1 		$74.6M Buy
918,842
+261,485
+40% +$20.9M 12.75% 2
2018
Q4 		$52.1M Buy
657,357
+181,211
+38% +$14.2M 10.45% 2
2018
Q3 		$37.5M Buy
476,146
+164,773
+53% +$13M 9.31% 3
2018
Q2 		$24.7M Buy
311,373
+57,754
+23% +$4.57M 7.4% 4
2018
Q1 		$20.3M Buy
253,619
+105,483
+71% +$8.44M 6.69% 5
2017
Q4 		$12.1M Buy
148,136
+105,026
+244% +$8.58M 4.51% 6
2017
Q3 		$3.53M Buy
43,110
+33,874
+367% +$2.78M 1.57% 10
2017
Q2 		$756K Buy
9,236
+6,457
+232% +$527K 0.37% 25
2017
Q1 		$225K Buy
+2,779
New +$225K 0.11% 54

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

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

Capstone Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 0.34% in Q1 2026, buying an estimated $443K and bringing the position to 1,771,936 shares worth $130M. The position accounts for 7.03% of the portfolio, ranked #5.

Capstone Financial Advisors first reported a position in BND in Q1 2017 and has held it in 37 quarters since. The position peaked at $131M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Capstone Financial Advisors held 1,771,936 shares of Vanguard Total Bond Market worth $130M as of Q1 2026.
  • Capstone Financial Advisors bought 5,966 Vanguard Total Bond Market shares in Q1 2026, an estimated $443K.
  • Vanguard Total Bond Market made up 7.03% of Capstone Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • Capstone Financial Advisors first reported a position in Vanguard Total Bond Market in Q1 2017 and has held it in 37 quarters since.
  • Capstone Financial Advisors's Vanguard Total Bond Market position peaked at $131M in Q4 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.