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CreativeOne Wealth’s Vanguard Total Bond Market BND Stock Holding History

CreativeOne Wealth’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 		$4.41M Buy
59,833
+445
+0.7% +$33K 0.1% 186
2025
Q4 		$4.4M Buy
59,388
+15,342
+35% +$1.14M 0.11% 173
2025
Q3 		$3.28M Sell
44,046
-16,920
-28% -$1.25M 0.08% 232
2025
Q2 		$4.49M Buy
60,966
+21,609
+55% +$1.57M 0.12% 162
2025
Q1 		$2.89M Buy
39,357
+10,960
+39% +$795K 0.09% 223
2024
Q4 		$2.04M Sell
28,397
-2,313
-8% -$169K 0.06% 289
2024
Q3 		$2.31M Buy
30,710
+7,598
+33% +$562K 0.08% 240
2024
Q2 		$1.67M Buy
23,112
+197
+0.9% +$14.1K 0.08% 223
2024
Q1 		$1.66M Buy
22,915
+390
+2% +$28.3K 0.07% 261
2023
Q4 		$1.66M Buy
22,525
+4,344
+24% +$307K 0.11% 179
2023
Q3 		$1.27M Sell
18,181
-10,246
-36% -$731K 0.09% 205
2023
Q2 		$2.07M Buy
28,427
+3,562
+14% +$261K 0.1% 203
2023
Q1 		$1.84M Buy
24,865
+4,725
+23% +$346K 0.09% 204
2022
Q4 		$1.45M Buy
20,140
+1,641
+9% +$118K 0.08% 222
2022
Q3 		$1.32M Buy
18,499
+74
+0.4% +$5.54K 0.08% 218
2022
Q2 		$1.39M Sell
18,425
-5,873
-24% -$447K 0.08% 204
2022
Q1 		$1.93M Buy
24,298
+3,084
+15% +$252K 0.1% 166
2021
Q4 		$1.8M Sell
21,214
-228
-1% -$19.4K 0.09% 199
2021
Q3 		$1.83M Buy
21,442
+312
+1% +$26.9K 0.11% 162
2021
Q2 		$1.81M Sell
21,130
-917
-4% -$78.2K 0.11% 161
2021
Q1 		$1.87M Buy
22,047
+877
+4% +$75.6K 0.14% 126
2020
Q4 		$1.87M Buy
21,170
+18,158
+603% +$1.6M 0.15% 107
2020
Q3 		$266K Buy
+3,012
New +$267K 0.04% 224
2018
Q2 		– Sell
-6,366
Closed -$509K – 59
2018
Q1 		$509K Buy
+6,366
New +$510K 0.25% 30

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

CreativeOne Wealth's BND Position: Q1 2026 in Review

CreativeOne Wealth increased its Vanguard Total Bond Market (BND) stake by 0.75% in Q1 2026, buying an estimated $33K and bringing the position to 59,833 shares worth $4.41M. The position accounts for 0.1% of the portfolio, ranked #186.

CreativeOne Wealth first reported a position in BND in Q1 2018 and has held it in 24 quarters since. The position peaked at $4.49M in Q2 2025. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • CreativeOne Wealth held 59,833 shares of Vanguard Total Bond Market worth $4.41M as of Q1 2026.
  • CreativeOne Wealth bought 445 Vanguard Total Bond Market shares in Q1 2026, an estimated $33K.
  • Vanguard Total Bond Market made up 0.1% of CreativeOne Wealth's portfolio in Q1 2026, its #186 holding.
  • CreativeOne Wealth first reported a position in Vanguard Total Bond Market in Q1 2018 and has held it in 24 quarters since.
  • CreativeOne Wealth's Vanguard Total Bond Market position peaked at $4.49M in Q2 2025.
  • 1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.