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Consilio Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Consilio 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
Q1 		$4.2M Sell
57,031
-4,675
-8% -$347K 1.23% 21
2025
Q4 		$4.57M Buy
61,706
+2,387
+4% +$178K 1.34% 18
2025
Q3 		$4.41M Buy
59,319
+332
+0.6% +$24.4K 1.45% 17
2025
Q2 		$4.33M Sell
58,987
-4,858
-8% -$353K 1.54% 16
2025
Q1 		$4.69M Buy
63,845
+12,060
+23% +$875K 1.96% 10
2024
Q4 		$3.72M Buy
51,785
+2,010
+4% +$147K 1.52% 15
2024
Q3 		$3.74M Buy
49,775
+1,124
+2% +$83.2K 1.54% 15
2024
Q2 		$3.51M Buy
48,651
+1,933
+4% +$138K 1.57% 13
2024
Q1 		$3.39M Buy
46,718
+2,434
+5% +$177K 1.59% 13
2023
Q4 		$3.26M Buy
44,284
+542
+1% +$38.3K 1.65% 13
2023
Q3 		$3M Buy
43,742
+501
+1% +$35.8K 1.74% 14
2023
Q2 		$3.14M Buy
43,241
+494
+1% +$36.2K 1.73% 15
2023
Q1 		$3.16M Buy
42,747
+11,428
+36% +$836K 1.79% 17
2022
Q4 		$2.25M Buy
31,319
+547
+2% +$39.2K 1.44% 17
2022
Q3 		$2.19M Buy
30,772
+1,143
+4% +$85.5K 1.72% 15
2022
Q2 		$2.23M Buy
29,629
+847
+3% +$64.5K 1.81% 15
2022
Q1 		$2.29M Sell
28,782
-5,229
-15% -$427K 1.8% 13
2021
Q4 		$2.88M Buy
+34,011
New +$2.9M 2.24% 10

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

Consilio Wealth Advisors's BND Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 7.6% in Q1 2026, selling an estimated $347K and leaving 57,031 shares worth $4.2M. The position accounts for 1.23% of the portfolio, ranked #21.

Consilio Wealth Advisors first reported a position in BND in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.69M in Q1 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Consilio Wealth Advisors held 57,031 shares of Vanguard Total Bond Market worth $4.2M as of Q1 2026.
  • Consilio Wealth Advisors sold 4,675 Vanguard Total Bond Market shares in Q1 2026, an estimated $347K.
  • Vanguard Total Bond Market made up 1.23% of Consilio Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Consilio Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's Vanguard Total Bond Market position peaked at $4.69M in Q1 2025.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.