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Cumberland Advisors’s Vanguard Total Bond Market BND Stock Holding History

Cumberland 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 		$2.03M Buy
27,555
+4,190
+18% +$311K 0.79% 28
2025
Q4 		$1.73M Buy
23,365
+2,380
+11% +$177K 0.66% 29
2025
Q3 		$1.56M Buy
20,985
+900
+4% +$66.3K 0.6% 33
2025
Q2 		$1.48M Buy
20,085
+1,080
+6% +$78.5K 0.62% 32
2025
Q1 		$1.4M Buy
19,005
+5,930
+45% +$430K 0.63% 32
2024
Q4 		$940K Buy
13,075
+455
+4% +$33.3K 0.38% 33
2024
Q3 		$948K Buy
12,620
+1,890
+18% +$140K 0.38% 34
2024
Q2 		$773K Buy
10,730
+6,005
+127% +$430K 0.32% 38
2024
Q1 		$343K Buy
4,725
+401
+9% +$29.1K 0.13% 48
2023
Q4 		$318K Buy
4,324
+775
+22% +$54.7K 0.14% 45
2023
Q3 		$248K Buy
+3,549
New +$253K 0.11% 50
2021
Q4 		– Sell
-2,520
Closed -$215K – 63
2021
Q3 		$215K Buy
+2,520
New +$218K 0.05% 60

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

Cumberland Advisors's BND Position: Q1 2026 in Review

Cumberland Advisors increased its Vanguard Total Bond Market (BND) stake by 18% in Q1 2026, buying an estimated $311K and bringing the position to 27,555 shares worth $2.03M. The position accounts for 0.79% of the portfolio, ranked #28.

Cumberland Advisors first reported a position in BND in Q3 2021 and has held it in 12 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Cumberland Advisors held 27,555 shares of Vanguard Total Bond Market worth $2.03M as of Q1 2026.
  • Cumberland Advisors bought 4,190 Vanguard Total Bond Market shares in Q1 2026, an estimated $311K.
  • Vanguard Total Bond Market made up 0.79% of Cumberland Advisors's portfolio in Q1 2026, its #28 holding.
  • Cumberland Advisors first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 12 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Cumberland Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.