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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q2 		$980K Sell
13,348
-2,778
-17% -$204K 0.01% 197
2026
Q1 		$1.19M Buy
16,126
+365
+2% +$27.1K 0.02% 164
2025
Q4 		$1.17M Sell
15,761
-749
-5% -$55.7K 0.02% 155
2025
Q3 		$1.23M Buy
16,510
+152
+0.9% +$11.2K 0.02% 151
2025
Q2 		$1.2M Sell
16,358
-6,727
-29% -$489K 0.02% 152
2025
Q1 		$1.7M Sell
23,085
-2,754
-11% -$200K 0.03% 131
2024
Q4 		$1.86M Buy
25,839
+2,105
+9% +$154K 0.04% 119
2024
Q3 		$1.78M Sell
23,734
-2,257
-9% -$167K 0.04% 123
2024
Q2 		$1.87M Sell
25,991
-13,774
-35% -$986K 0.04% 111
2024
Q1 		$2.89M Sell
39,765
-1,092,187
-96% -$79.3M 0.07% 82
2023
Q4 		$83.3M Buy
1,131,952
+48,340
+4% +$3.41M 2.07% 17
2023
Q3 		$75.6M Buy
1,083,612
+74,471
+7% +$5.32M 2.12% 17
2023
Q2 		$73.4M Buy
1,009,141
+79,911
+9% +$5.85M 2.06% 17
2023
Q1 		$68.6M Buy
929,230
+479,958
+107% +$35.1M 2.02% 18
2022
Q4 		$32.3M Buy
+449,272
New +$32.2M 1.2% 24
2022
Q3 		– Sell
-385,559
Closed -$29M – 92
2022
Q2 		$29M Buy
385,559
+8,409
+2% +$640K 1.21% 24
2022
Q1 		$30M Sell
377,150
-43,783
-10% -$3.58M 1.07% 26
2021
Q4 		$35.7M Buy
420,933
+8,611
+2% +$733K 1.3% 24
2021
Q3 		$35.2M Buy
412,322
+21,057
+5% +$1.82M 1.38% 22
2021
Q2 		$33.6M Buy
391,265
+352,498
+909% +$30.1M 1.38% 22
2021
Q1 		$3.28M Buy
38,767
+2,629
+7% +$227K 0.16% 69
2020
Q4 		$3.19M Buy
36,138
+3,196
+10% +$281K 0.16% 70
2020
Q3 		$2.91M Sell
32,942
-223,072
-87% -$19.8M 0.16% 69
2020
Q2 		$22.6M Buy
+256,014
New +$22.4M 1.38% 25
2019
Q4 		$896K Buy
+10,683
New +$898K 0.07% 113
2016
Q1 		– Sell
-10,299
Closed -$832K – 101
2015
Q4 		$832K Sell
10,299
-2,015
-16% -$164K 0.14% 82
2015
Q3 		$1.01M Buy
12,314
+1,648
+15% +$134K 0.19% 71
2015
Q2 		$867K Buy
+10,666
New +$877K 0.17% 73

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's BND Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 17% in Q2 2026, selling an estimated $204K and leaving 13,348 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #197.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BND in Q2 2015 and has held it in 28 quarters since. The position peaked at $83.3M in Q4 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 13,348 shares of Vanguard Total Bond Market worth $980K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,778 Vanguard Total Bond Market shares in Q2 2026, an estimated $204K.
  • Vanguard Total Bond Market made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 28 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Total Bond Market position peaked at $83.3M in Q4 2023.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.