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Discipline Wealth Solutions’s Vanguard Total Bond Market BND Stock Holding History

Discipline Wealth 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 		$6.77M Buy
91,872
+65,615
+250% +$4.87M 0.71% 40
2025
Q4 		$1.94M Buy
26,257
+13,875
+112% +$1.03M 0.36% 52
2025
Q3 		$921K Buy
12,382
+4,494
+57% +$331K 0.24% 64
2025
Q2 		$581K Buy
7,888
+3,991
+102% +$290K 0.22% 54
2025
Q1 		$286K Sell
3,897
-1,451
-27% -$105K 0.14% 64
2024
Q4 		$385K Sell
5,348
-775
-13% -$56.7K 0.18% 56
2024
Q3 		$460K Sell
6,123
-1,594
-21% -$118K 0.24% 47
2024
Q2 		$556K Buy
7,717
+160
+2% +$11.5K 0.44% 16
2024
Q1 		$543K Sell
7,557
-17,871
-70% -$1.3M 0.5% 13
2023
Q4 		$1.86M Buy
+25,428
New +$1.8M 1.85% 11

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

Discipline Wealth Solutions's BND Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Vanguard Total Bond Market (BND) stake by 250% in Q1 2026, buying an estimated $4.87M and bringing the position to 91,872 shares worth $6.77M. The position accounts for 0.71% of the portfolio, ranked #40.

Discipline Wealth Solutions first reported a position in BND in Q4 2023 and has held it in 10 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Discipline Wealth Solutions held 91,872 shares of Vanguard Total Bond Market worth $6.77M as of Q1 2026.
  • Discipline Wealth Solutions bought 65,615 Vanguard Total Bond Market shares in Q1 2026, an estimated $4.87M.
  • Vanguard Total Bond Market made up 0.71% of Discipline Wealth Solutions's portfolio in Q1 2026, its #40 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.