CWM
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Collaborative Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Collaborative Wealth 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 		$593K Sell
8,046
-38
-0.5% -$2.82K 0.27% 60
2025
Q4 		$599K Buy
8,084
+2,338
+41% +$174K 0.21% 95
2025
Q3 		$427K Buy
5,746
+355
+7% +$26.1K 0.17% 114
2025
Q2 		$397K Sell
5,391
-419
-7% -$30.5K 0.17% 115
2025
Q1 		$427K Sell
5,810
-1,486
-20% -$108K 0.2% 102
2024
Q4 		$525K Sell
7,296
-5,526
-43% -$404K 0.24% 89
2024
Q3 		$963K Sell
12,822
-1,100
-8% -$81.4K 0.44% 49
2024
Q2 		$1M Sell
13,922
-15
-0.1% -$1.07K 0.49% 45
2024
Q1 		$1.01M Sell
13,937
-1,200
-8% -$87.1K 0.51% 48
2023
Q4 		$1.11M Sell
15,137
-35
-0.2% -$2.47K 0.6% 41
2023
Q3 		$1.06M Sell
15,172
-1,384
-8% -$98.8K 0.63% 38
2023
Q2 		$1.2M Sell
16,556
-2,014
-11% -$148K 0.72% 34
2023
Q1 		$1.37M Sell
18,570
-2,942
-14% -$215K 0.86% 32
2022
Q4 		$1.55M Sell
21,512
-864
-4% -$61.9K 1.02% 34
2022
Q3 		$1.6M Sell
22,376
-1,288
-5% -$96.4K 1.13% 27
2022
Q2 		$1.78M Buy
+23,664
New +$1.8M 1.17% 23
2021
Q4 		$2.19M Buy
+25,826
New +$2.2M 1.2% 18
2021
Q1 		$2.02M Buy
+25,387
New +$2.19M 1.16% 21

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

Collaborative Wealth Management's BND Position: Q1 2026 in Review

Collaborative Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 0.47% in Q1 2026, selling an estimated $2.82K and leaving 8,046 shares worth $593K. The position accounts for 0.27% of the portfolio, ranked #60.

Collaborative Wealth Management first reported a position in BND in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.19M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Collaborative Wealth Management held 8,046 shares of Vanguard Total Bond Market worth $593K as of Q1 2026.
  • Collaborative Wealth Management sold 38 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.82K.
  • Vanguard Total Bond Market made up 0.27% of Collaborative Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Collaborative Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 18 quarters since.
  • Collaborative Wealth Management's Vanguard Total Bond Market position peaked at $2.19M in Q4 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.