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Everett Harris & Co’s Vanguard Total Bond Market BND Stock Holding History

Everett Harris & Co’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
-7,547
Closed -$559K – 328
2025
Q4 		$559K Buy
+7,547
New +$562K 0.01% 219

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Everett Harris & Co's BND Position: Q1 2026 in Review

Everett Harris & Co sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 7,547 shares — an estimated $559K sold.

Everett Harris & Co first reported a position in BND in Q4 2025 and held it in 1 quarter. The position peaked at $559K in Q4 2025. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Everett Harris & Co reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Everett Harris & Co sold 7,547 Vanguard Total Bond Market shares in Q1 2026, an estimated $559K.
  • Everett Harris & Co first reported a position in Vanguard Total Bond Market in Q4 2025 and held it in 1 quarter.
  • Everett Harris & Co's Vanguard Total Bond Market position peaked at $559K in Q4 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.