Coppell Advisory Solutions’s Vanguard Total Bond Market BND Stock Holding History

Coppell Advisory Solutions’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	-300,671	Closed	-$22.3M	–	51
2025 Q4	$22.3M	Buy	300,671 +34,738	+13%	+$2.59M	2.2%	8
2025 Q3	$19.8M	Buy	265,933 +34,184	+15%	+$2.52M	2.1%	9
2025 Q2	$17M	Buy	231,749 +39,668	+21%	+$2.89M	2.02%	9
2025 Q1	$14.1M	Buy	192,081 +138,593	+259%	+$10.1M	1.96%	8
2024 Q4	$3.85M	Buy	53,488 +18,148	+51%	+$1.33M	0.54%	32
2024 Q3	$2.66M	Buy	35,340 +2,531	+8%	+$187K	0.39%	56
2024 Q2	$2.36M	Buy	+32,809	New	+$2.35M	0.39%	55
2023 Q4	$216K	Buy	2,939 +1,908	+185%	+$135K	0.04%	257
2023 Q3	$74.1K	Sell	1,031 -1,394	-57%	-$99.5K	0.03%	252
2023 Q2	$176K	Buy	+2,425	New	+$178K	0.05%	199
2023 Q1	–	Sell	-1,031	Closed	-$74.1K	–	298
2022 Q4	$74.1K	Buy	+1,031	New	+$73.9K	0.03%	256

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

Coppell Advisory Solutions's BND Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 300,671 shares — an estimated $22.3M sold.

Coppell Advisory Solutions first reported a position in BND in Q4 2022 and held it in 11 quarters. The position peaked at $22.3M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Coppell Advisory Solutions reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 300,671 Vanguard Total Bond Market shares in Q1 2026, an estimated $22.3M.
Coppell Advisory Solutions first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 11 quarters.
Coppell Advisory Solutions's Vanguard Total Bond Market position peaked at $22.3M in Q4 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.