CIBC Private Wealth Group’s Vanguard Total Bond Market BND Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$1.04M	Sell	13,990 -955	-6%	-$71.1K	﹤0.01%	699
2025 Q3	$1.11M	Buy	14,945 +10,768	+258%	+$793K	﹤0.01%	676
2025 Q2	$308K	Sell	4,177 -866	-17%	-$63K	﹤0.01%	970
2025 Q1	$366K	Sell	5,043 -1,396	-22%	-$101K	﹤0.01%	896
2024 Q4	$461K	Sell	6,439 -2,292	-26%	-$168K	﹤0.01%	891
2024 Q3	$656K	Buy	8,731 +5,410	+163%	+$400K	﹤0.01%	789
2024 Q2	$240K	Sell	3,321 -2,523	-43%	-$181K	﹤0.01%	1027
2024 Q1	$420K	Buy	+5,844	New	+$424K	﹤0.01%	878
2016 Q3	–	Sell	-16,070	Closed	-$1.35M	–	579
2016 Q2	$1.35M	Buy	+16,070	New	+$1.34M	0.01%	412

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

CIBC Private Wealth Group's BND Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Vanguard Total Bond Market (BND) stake by 6.4% in Q4 2025, selling an estimated $71.1K and leaving 13,990 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #699.

CIBC Private Wealth Group first reported a position in BND in Q2 2016 and has held it in 9 quarters since. The position peaked at $1.35M in Q2 2016. 1,787 funds tracked by Wall St. Rank hold BND as of Q4 2025.

CIBC Private Wealth Group held 13,990 shares of Vanguard Total Bond Market worth $1.04M as of Q4 2025.
CIBC Private Wealth Group sold 955 Vanguard Total Bond Market shares in Q4 2025, an estimated $71.1K.
Vanguard Total Bond Market made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #699 holding.
CIBC Private Wealth Group first reported a position in Vanguard Total Bond Market in Q2 2016 and has held it in 9 quarters since.
CIBC Private Wealth Group's Vanguard Total Bond Market position peaked at $1.35M in Q2 2016.
1,787 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.