Edgestream Partners’s Vanguard Total Bond Market BND Stock Holding History

Edgestream 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	–	Sell	-59,541	Closed	-$4.41M	–	894
2025 Q4	$4.41M	Buy	59,541 +5,765	+11%	+$429K	0.12%	293
2025 Q3	$4M	Buy	53,776 +43,790	+439%	+$3.22M	0.12%	331
2025 Q2	$735K	Buy	+9,986	New	+$726K	0.02%	690
2025 Q1	–	Sell	-8,726	Closed	-$627K	–	849
2024 Q4	$627K	Sell	8,726 -2,923	-25%	-$214K	0.03%	649
2024 Q3	$875K	Buy	11,649 +7,215	+163%	+$534K	0.04%	598
2024 Q2	$319K	Buy	+4,434	New	+$318K	0.02%	734
2024 Q1	–	Sell	-3,278	Closed	-$241K	–	815
2023 Q4	$241K	Buy	+3,278	New	+$231K	0.02%	757

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edgestream Partners's BND Position: Q1 2026 in Review

Edgestream Partners sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 59,541 shares — an estimated $4.41M sold.

Edgestream Partners first reported a position in BND in Q4 2023 and held it in 7 quarters. The position peaked at $4.41M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Edgestream Partners reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 59,541 Vanguard Total Bond Market shares in Q1 2026, an estimated $4.41M.
Edgestream Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 7 quarters.
Edgestream Partners's Vanguard Total Bond Market position peaked at $4.41M in Q4 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.