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EverSource Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

EverSource Wealth Advisors’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 		$9.76M Buy
132,570
+15,497
+13% +$1.15M 0.3% 69
2025
Q4 		$8.67M Buy
117,073
+9,914
+9% +$738K 0.32% 71
2025
Q3 		$7.97M Buy
107,159
+17,969
+20% +$1.32M 0.32% 77
2025
Q2 		$6.57M Buy
89,190
+16,443
+23% +$1.2M 0.3% 79
2025
Q1 		$5.34M Buy
72,747
+51,173
+237% +$3.71M 0.29% 77
2024
Q4 		$1.55M Buy
21,574
+11,246
+109% +$822K 0.09% 183
2024
Q3 		$776K Buy
10,328
+176
+2% +$13K 0.05% 258
2024
Q2 		$746K Sell
10,152
-739
-7% -$52.9K 0.05% 253
2024
Q1 		$770K Buy
10,891
+1,078
+11% +$78.2K 0.06% 216
2023
Q4 		$722K Buy
9,813
+2,747
+39% +$194K 0.07% 202
2023
Q3 		$493K Sell
7,066
-5,221
-42% -$373K 0.05% 232
2023
Q2 		$893K Buy
12,287
+5,551
+82% +$407K 0.1% 167
2023
Q1 		$497K Buy
6,736
+1,575
+31% +$115K 0.06% 217
2022
Q4 		$371K Buy
5,161
+269
+5% +$19.3K 0.06% 239
2022
Q3 		$349K Buy
4,892
+191
+4% +$14.3K 0.08% 216
2022
Q2 		$354K Sell
4,701
-2,396
-34% -$182K 0.09% 193
2022
Q1 		$565K Sell
7,097
-848
-11% -$69.3K 0.14% 134
2021
Q4 		$673K Buy
+7,945
New +$677K 0.19% 94

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

EverSource Wealth Advisors's BND Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 13% in Q1 2026, buying an estimated $1.15M and bringing the position to 132,570 shares worth $9.76M. The position accounts for 0.3% of the portfolio, ranked #69.

EverSource Wealth Advisors first reported a position in BND in Q4 2021 and has held it in 18 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • EverSource Wealth Advisors held 132,570 shares of Vanguard Total Bond Market worth $9.76M as of Q1 2026.
  • EverSource Wealth Advisors bought 15,497 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.15M.
  • Vanguard Total Bond Market made up 0.3% of EverSource Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.