Evelyn Partners Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Evelyn Partners Asset Management’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	$701K	Buy	9,525 +27	+0.3%	+$2K	0.17%	69
2025 Q4	$704K	Buy	9,498 +27	+0.3%	+$2.01K	0.17%	71
2025 Q3	$704K	Buy	9,471 +18	+0.2%	+$1.32K	0.16%	70
2025 Q2	$696K	Buy	9,453 +1,409	+18%	+$102K	0.18%	63
2025 Q1	$591K	Buy	8,044 +17	+0.2%	+$1.23K	0.16%	64
2024 Q4	$577K	Buy	+8,027	New	+$587K	0.16%	66

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evelyn Partners Asset Management's BND Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Vanguard Total Bond Market (BND) stake by 0.28% in Q1 2026, buying an estimated $2K and bringing the position to 9,525 shares worth $701K. The position accounts for 0.17% of the portfolio, ranked #69.

Evelyn Partners Asset Management first reported a position in BND in Q4 2024 and has held it in 6 quarters since. The position peaked at $704K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Evelyn Partners Asset Management held 9,525 shares of Vanguard Total Bond Market worth $701K as of Q1 2026.
Evelyn Partners Asset Management bought 27 Vanguard Total Bond Market shares in Q1 2026, an estimated $2K.
Vanguard Total Bond Market made up 0.17% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #69 holding.
Evelyn Partners Asset Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Vanguard Total Bond Market position peaked at $704K in Q3 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.