Clearstead Trust’s Vanguard Total Bond Market BND Stock Holding History

Clearstead Trust’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	–	Sell	-25,663	Closed	-$1.9M	–	990
2025 Q4	$1.9M	Hold	25,663	–	–	0.3%	54
2025 Q3	$1.91M	Sell	25,663 -42	-0.2%	-$3.09K	0.33%	49
2025 Q2	$1.89M	Buy	25,705 +42	+0.2%	+$3.06K	0.36%	47
2025 Q1	$1.88M	Buy	+25,663	New	+$1.86M	0.42%	42

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

Clearstead Trust's BND Position: Q1 2026 in Review

Clearstead Trust sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 25,663 shares — an estimated $1.9M sold.

Clearstead Trust first reported a position in BND in Q1 2025 and held it in 4 quarters. The position peaked at $1.91M in Q3 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Clearstead Trust reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Clearstead Trust sold 25,663 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.9M.
Clearstead Trust first reported a position in Vanguard Total Bond Market in Q1 2025 and held it in 4 quarters.
Clearstead Trust's Vanguard Total Bond Market position peaked at $1.91M in Q3 2025.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.