Clear Creek Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Clear Creek 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	$1.66M	Buy	22,527 +9,057	+67%	+$672K	0.13%	174
2025 Q4	$998K	Buy	13,470 +2,178	+19%	+$162K	0.08%	237
2025 Q3	$840K	Buy	11,292 +973	+9%	+$71.6K	0.07%	262
2025 Q2	$760K	Sell	10,319 -2,326	-18%	-$169K	0.07%	275
2025 Q1	$929K	Sell	12,645 -7,385	-37%	-$536K	0.1%	202
2024 Q4	$1.44M	Sell	20,030 -2,142	-10%	-$157K	0.16%	131
2024 Q3	$1.67M	Buy	22,172 +1,653	+8%	+$122K	0.19%	108
2024 Q2	$1.48M	Sell	20,519 -11,483	-36%	-$822K	0.18%	112
2024 Q1	$2.32M	Sell	32,002 -1,126	-3%	-$81.7K	0.3%	75
2023 Q4	$2.44M	Sell	33,128 -43,475	-57%	-$3.07M	0.39%	55
2023 Q3	$5.35M	Buy	76,603 +2,662	+4%	+$190K	0.94%	19
2023 Q2	$5.37M	Buy	73,941 +7,576	+11%	+$555K	0.93%	26
2023 Q1	$4.9M	Buy	66,365 +17,920	+37%	+$1.31M	0.93%	22
2022 Q4	$3.48M	Sell	48,445 -17,623	-27%	-$1.26M	0.76%	33
2022 Q3	$4.71M	Buy	66,068 +47,533	+256%	+$3.56M	1.04%	21
2022 Q2	$1.4M	Sell	18,535 -2,495	-12%	-$190K	0.29%	71
2022 Q1	$1.67M	Sell	21,030 -5,413	-20%	-$442K	0.26%	92
2021 Q4	$2.24M	Sell	26,443 -5,167	-16%	-$440K	0.34%	72
2021 Q3	$2.7M	Sell	31,610 -58	-0.2%	-$5.01K	0.43%	64
2021 Q2	$2.72M	Buy	+31,668	New	+$2.7M	0.42%	72
2021 Q1	–	Sell	-15,953	Closed	-$1.41M	–	72
2020 Q4	$1.41M	Buy	+15,953	New	+$1.4M	0.27%	77
2020 Q3	–	Sell	-12,206	Closed	-$1.08M	–	103
2020 Q2	$1.08M	Buy	12,206 +7,047	+137%	+$616K	0.28%	59
2020 Q1	$452K	Sell	5,159 -92	-2%	-$7.82K	0.17%	85
2019 Q4	$442K	Sell	5,251 -50	-0.9%	-$4.2K	0.17%	70
2019 Q3	$444K	Sell	5,301 -42	-0.8%	-$3.52K	0.22%	63
2019 Q2	$443K	Buy	+5,343	New	+$435K	0.19%	69

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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Creek Financial Management's BND Position: Q1 2026 in Review

Clear Creek Financial Management increased its Vanguard Total Bond Market (BND) stake by 67% in Q1 2026, buying an estimated $672K and bringing the position to 22,527 shares worth $1.66M. The position accounts for 0.13% of the portfolio, ranked #174.

Clear Creek Financial Management first reported a position in BND in Q2 2019 and has held it in 26 quarters since. The position peaked at $5.37M in Q2 2023. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Clear Creek Financial Management held 22,527 shares of Vanguard Total Bond Market worth $1.66M as of Q1 2026.
Clear Creek Financial Management bought 9,057 Vanguard Total Bond Market shares in Q1 2026, an estimated $672K.
Vanguard Total Bond Market made up 0.13% of Clear Creek Financial Management's portfolio in Q1 2026, its #174 holding.
Clear Creek Financial Management first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 26 quarters since.
Clear Creek Financial Management's Vanguard Total Bond Market position peaked at $5.37M in Q2 2023.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.