EC
BND icon

Estate Counselors’s Vanguard Total Bond Market BND Stock Holding History

Estate Counselors’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 		$23.1M Buy
313,820
+113,380
+57% +$8.41M 2.06% 5
2025
Q4 		$14.8M Buy
200,440
+5,370
+3% +$400K 1.24% 8
2025
Q3 		$14.5M Buy
195,070
+11,590
+6% +$853K 1.25% 8
2025
Q2 		$13.5M Buy
183,480
+177,050
+2,753% +$12.9M 1.33% 8
2025
Q1 		$472K Buy
6,430
+1,640
+34% +$119K 0.05% 77
2024
Q4 		$344K Sell
4,790
-18,848
-80% -$1.38M 0.04% 89
2024
Q3 		$1.77M Buy
23,638
+7,083
+43% +$524K 0.18% 58
2024
Q2 		$1.19M Sell
16,555
-44,415
-73% -$3.18M 0.13% 83
2024
Q1 		$4.43M Sell
60,970
-343,120
-85% -$24.9M 0.51% 19
2023
Q4 		$29.7M Buy
404,090
+335,860
+492% +$23.7M 3.67% 6
2023
Q3 		$4.76M Sell
68,230
-15,720
-19% -$1.12M 0.63% 32
2023
Q2 		$6.1M Buy
83,950
+74,980
+836% +$5.49M 0.77% 32
2023
Q1 		$662K Sell
8,970
-1,085
-11% -$79.4K 0.09% 106
2022
Q4 		$722K Buy
10,055
+2,735
+37% +$196K 0.1% 113
2022
Q3 		$522K Buy
7,320
+5
+0.1% +$374 0.08% 104
2022
Q2 		$550K Buy
7,315
+5,515
+306% +$420K 0.08% 106
2022
Q1 		$143K Sell
1,800
-191,120
-99% -$15.6M 0.02% 121
2021
Q4 		$16.3M Sell
192,920
-4,710
-2% -$401K 1.99% 14
2021
Q3 		$16.9M Sell
197,630
-90,900
-32% -$7.85M 2.11% 15
2021
Q2 		$24.8M Sell
288,530
-101,150
-26% -$8.63M 3.25% 6
2021
Q1 		$33M Sell
389,680
-455,820
-54% -$39.3M 4.84% 3
2020
Q4 		$74.6M Sell
845,500
-27,235
-3% -$2.4M 11.22% 1
2020
Q3 		$77M Sell
872,735
-109,225
-11% -$9.68M 11.95% 1
2020
Q2 		$86.9M Buy
981,960
+262,275
+36% +$22.9M 13.89% 1
2020
Q1 		$61.4M Buy
719,685
+118,100
+20% +$10M 10.11% 1
2019
Q4 		$50.4M Buy
601,585
+14,330
+2% +$1.2M 7.42% 1
2019
Q3 		$49.6M Buy
587,255
+570
+0.1% +$47.8K 7.61% 1
2019
Q2 		$48.7M Sell
586,685
-1,700
-0.3% -$138K 7.61% 1
2019
Q1 		$47.8M Buy
588,385
+475,700
+422% +$38M 8.19% 1
2018
Q4 		$8.93M Sell
112,685
-152,015
-57% -$11.9M 1.8% 21
2018
Q3 		$20.8M Buy
264,700
+140,275
+113% +$11.1M 3.77% 6
2018
Q2 		$9.85M Buy
+124,425
New +$9.84M 1.87% 19
2015
Q4 		– Sell
-5,740
Closed -$470K – 67
2015
Q3 		$470K Hold
5,740
– – 0.19% 58
2015
Q2 		$466K Hold
5,740
– – 0.16% 46
2015
Q1 		$479K Sell
5,740
-79,260
-93% -$6.59M 0.17% 47
2014
Q4 		$7M Hold
85,000
– – 2.48% 16
2014
Q3 		$6.96M Hold
85,000
– – 2.68% 16
2014
Q2 		$6.99M Hold
85,000
– – 2.67% 16
2014
Q1 		$6.9M Hold
85,000
– – 2.77% 16
2013
Q4 		$6.8M Buy
+85,000
New +$6.86M 3.02% 13

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

Estate Counselors's BND Position: Q1 2026 in Review

Estate Counselors increased its Vanguard Total Bond Market (BND) stake by 57% in Q1 2026, buying an estimated $8.41M and bringing the position to 313,820 shares worth $23.1M. The position accounts for 2.06% of the portfolio, ranked #5.

Estate Counselors first reported a position in BND in Q4 2013 and has held it in 40 quarters since. The position peaked at $86.9M in Q2 2020. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Estate Counselors held 313,820 shares of Vanguard Total Bond Market worth $23.1M as of Q1 2026.
  • Estate Counselors bought 113,380 Vanguard Total Bond Market shares in Q1 2026, an estimated $8.41M.
  • Vanguard Total Bond Market made up 2.06% of Estate Counselors's portfolio in Q1 2026, its #5 holding.
  • Estate Counselors first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 40 quarters since.
  • Estate Counselors's Vanguard Total Bond Market position peaked at $86.9M in Q2 2020.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.