CWP
BND icon

Cyndeo Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Cyndeo Wealth Partners’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 		$1.64M Sell
22,331
-7,748
-26% -$575K 0.09% 187
2025
Q4 		$2.23M Buy
30,079
+16,283
+118% +$1.21M 0.12% 161
2025
Q3 		$1.03M Buy
13,796
+3,058
+28% +$225K 0.06% 230
2025
Q2 		$791K Sell
10,738
-1
-0% -$73 0.05% 256
2025
Q1 		$789K Sell
10,739
-170
-2% -$12.3K 0.05% 244
2024
Q4 		$784K Buy
10,909
+1
+0% +$73 0.05% 243
2024
Q3 		$819K Sell
10,908
-565
-5% -$41.8K 0.06% 238
2024
Q2 		$827K Buy
11,473
+2,800
+32% +$201K 0.06% 226
2024
Q1 		$630K Sell
8,673
-20,969
-71% -$1.52M 0.05% 241
2023
Q4 		$2.18M Buy
29,642
+22,236
+300% +$1.57M 0.2% 129
2023
Q3 		$517K Buy
7,406
+47
+0.6% +$3.35K 0.05% 222
2023
Q2 		$535K Sell
7,359
-12,862
-64% -$942K 0.06% 215
2023
Q1 		$1.49M Sell
20,221
-538,931
-96% -$39.4M 0.16% 148
2022
Q4 		$40.2M Buy
+559,152
New +$40.1M 4.72% 1

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

Cyndeo Wealth Partners's BND Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 26% in Q1 2026, selling an estimated $575K and leaving 22,331 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #187.

Cyndeo Wealth Partners first reported a position in BND in Q4 2022 and has held it in 14 quarters since. The position peaked at $40.2M in Q4 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Cyndeo Wealth Partners held 22,331 shares of Vanguard Total Bond Market worth $1.64M as of Q1 2026.
  • Cyndeo Wealth Partners sold 7,748 Vanguard Total Bond Market shares in Q1 2026, an estimated $575K.
  • Vanguard Total Bond Market made up 0.09% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #187 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Vanguard Total Bond Market position peaked at $40.2M in Q4 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.