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Dynamic Wealth Strategies’s Vanguard Total Bond Market BND Stock Holding History

Dynamic Wealth Strategies’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 		$16.6M Buy
225,615
+16,347
+8% +$1.21M 9.61% 1
2025
Q4 		$15.5M Buy
209,268
+49,606
+31% +$3.69M 9.23% 1
2025
Q3 		$11.9M Sell
159,662
-11,547
-7% -$850K 7.93% 2
2025
Q2 		$12.6M Buy
171,209
+49,775
+41% +$3.62M 9.08% 2
2025
Q1 		$8.92M Buy
121,434
+912
+0.8% +$66.2K 7.42% 3
2024
Q4 		$8.67M Buy
120,522
+7,589
+7% +$555K 7.71% 3
2024
Q3 		$8.48M Buy
112,933
+2,054
+2% +$152K 6.92% 3
2024
Q2 		$7.99M Sell
110,879
-44
-0% -$3.15K 6.87% 3
2024
Q1 		$8.06M Buy
110,923
+1,114
+1% +$80.8K 6.88% 3
2023
Q4 		$8.08M Buy
+109,809
New +$7.75M 7.44% 2

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

Dynamic Wealth Strategies's BND Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its Vanguard Total Bond Market (BND) stake by 7.8% in Q1 2026, buying an estimated $1.21M and bringing the position to 225,615 shares worth $16.6M. The position accounts for 9.61% of the portfolio, ranked #1.

Dynamic Wealth Strategies 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.

  • Dynamic Wealth Strategies held 225,615 shares of Vanguard Total Bond Market worth $16.6M as of Q1 2026.
  • Dynamic Wealth Strategies bought 16,347 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.21M.
  • Vanguard Total Bond Market made up 9.61% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #1 holding.
  • Dynamic Wealth Strategies 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 Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.