Coordinated Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Coordinated Financial Services’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	$1.35M	Buy	18,350 +1,747	+11%	+$130K	0.78%	32
2025 Q4	$1.23M	Buy	16,603 +3,181	+24%	+$237K	0.71%	38
2025 Q3	$998K	Sell	13,422 -582	-4%	-$42.9K	0.64%	45
2025 Q2	$1.03M	Buy	14,004 +686	+5%	+$49.9K	0.71%	42
2025 Q1	$978K	Buy	13,318 +3,088	+30%	+$224K	0.75%	41
2024 Q4	$736K	Buy	+10,230	New	+$748K	0.57%	52
2024 Q2	$1.83M	Sell	25,342 -9,318	-27%	-$667K	1.56%	11
2024 Q1	$2.52M	Buy	+34,660	New	+$2.52M	2.2%	7

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

Coordinated Financial Services's BND Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Total Bond Market (BND) stake by 11% in Q1 2026, buying an estimated $130K and bringing the position to 18,350 shares worth $1.35M. The position accounts for 0.78% of the portfolio, ranked #32.

Coordinated Financial Services first reported a position in BND in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.52M in Q1 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Coordinated Financial Services held 18,350 shares of Vanguard Total Bond Market worth $1.35M as of Q1 2026.
Coordinated Financial Services bought 1,747 Vanguard Total Bond Market shares in Q1 2026, an estimated $130K.
Vanguard Total Bond Market made up 0.78% of Coordinated Financial Services's portfolio in Q1 2026, its #32 holding.
Coordinated Financial Services first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Vanguard Total Bond Market position peaked at $2.52M in Q1 2024.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.