Concurrent Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Concurrent Investment 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 Q1	$9.04M	Buy	122,726 +24,465	+25%	+$1.82M	0.1%	228
2025 Q4	$7.28M	Sell	98,261 -4,480	-4%	-$333K	0.08%	255
2025 Q3	$7.64M	Sell	102,741 -22,061	-18%	-$1.62M	0.13%	165
2025 Q2	$9.19M	Buy	124,802 +63,133	+102%	+$4.59M	0.18%	124
2025 Q1	$4.53M	Buy	61,669 +23,356	+61%	+$1.7M	0.11%	205
2024 Q4	$2.76M	Sell	38,313 -658	-2%	-$48.1K	0.07%	258
2024 Q3	$2.93M	Buy	38,971 +14,653	+60%	+$1.08M	0.09%	231
2024 Q2	$1.75M	Sell	24,318 -2,092	-8%	-$150K	0.06%	307
2024 Q1	$1.92M	Buy	26,410 +11,914	+82%	+$865K	0.08%	251
2023 Q4	$1.07M	Buy	+14,496	New	+$1.02M	0.05%	328

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

Concurrent Investment Advisors's BND Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 25% in Q1 2026, buying an estimated $1.82M and bringing the position to 122,726 shares worth $9.04M. The position accounts for 0.1% of the portfolio, ranked #228.

Concurrent Investment Advisors first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.19M in Q2 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Concurrent Investment Advisors held 122,726 shares of Vanguard Total Bond Market worth $9.04M as of Q1 2026.
Concurrent Investment Advisors bought 24,465 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.82M.
Vanguard Total Bond Market made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #228 holding.
Concurrent Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Vanguard Total Bond Market position peaked at $9.19M in Q2 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.