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Fairview Capital Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Fairview Capital Investment 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 		$8.42M Sell
114,389
-2,209
-2% -$164K 0.46% 41
2025
Q4 		$8.64M Buy
116,598
+2,000
+2% +$149K 0.44% 39
2025
Q3 		$8.52M Sell
114,598
-5,502
-5% -$405K 0.43% 39
2025
Q2 		$8.84M Sell
120,100
-930
-0.8% -$67.6K 0.46% 38
2025
Q1 		$8.89M Buy
121,030
+9,073
+8% +$658K 0.47% 42
2024
Q4 		$8.05M Buy
111,957
+4,051
+4% +$296K 0.42% 42
2024
Q3 		$8.1M Sell
107,906
-6,800
-6% -$503K 0.44% 42
2024
Q2 		$8.26M Sell
114,706
-14,416
-11% -$1.03M 0.46% 44
2024
Q1 		$9.38M Buy
129,122
+11,122
+9% +$807K 0.53% 41
2023
Q4 		$8.68M Buy
118,000
+35,155
+42% +$2.48M 0.52% 40
2023
Q3 		$5.78M Buy
82,845
+3,555
+4% +$254K 0.37% 46
2023
Q2 		$5.76M Buy
79,290
+5,300
+7% +$388K 0.36% 46
2023
Q1 		$5.46M Buy
73,990
+2,245
+3% +$164K 0.36% 46
2022
Q4 		$5.15M Buy
71,745
+15,810
+28% +$1.13M 0.35% 48
2022
Q3 		$3.99M Buy
55,935
+4,460
+9% +$334K 0.28% 54
2022
Q2 		$3.87M Sell
51,475
-3,450
-6% -$263K 0.27% 54
2022
Q1 		$4.37M Buy
54,925
+23,100
+73% +$1.89M 0.27% 53
2021
Q4 		$2.7M Sell
31,825
-9,425
-23% -$803K 0.17% 60
2021
Q3 		$3.52M Sell
41,250
-450
-1% -$38.8K 0.24% 55
2021
Q2 		$3.58M Buy
41,700
+18,800
+82% +$1.6M 0.25% 55
2021
Q1 		$1.94M Buy
22,900
+15,400
+205% +$1.33M 0.07% 95
2020
Q4 		$661K Buy
7,500
+3,000
+67% +$264K 0.03% 103
2020
Q3 		$396K Hold
4,500
– – 0.02% 108
2020
Q2 		$397K Hold
4,500
– – 0.02% 104
2020
Q1 		$384K Hold
4,500
– – 0.02% 109
2019
Q4 		$377K Hold
4,500
– – 0.02% 114
2019
Q3 		$379K Hold
4,500
– – 0.02% 120
2019
Q2 		$373K Hold
4,500
– – 0.02% 119
2019
Q1 		$365K Hold
4,500
– – 0.02% 117
2018
Q4 		$356K Buy
+4,500
New +$352K 0.02% 115
2018
Q3 		– Sell
-44,230
Closed -$3.5M – 142
2018
Q2 		$3.5M Sell
44,230
-12,870
-23% -$1.02M 0.2% 52
2018
Q1 		$4.56M Buy
57,100
+4,350
+8% +$348K 0.29% 44
2017
Q4 		$4.3M Buy
52,750
+776
+1% +$63.4K 0.26% 44
2017
Q3 		$4.26M Buy
51,974
+526
+1% +$43.1K 0.27% 42
2017
Q2 		$4.21M Hold
51,448
– – 0.28% 41
2017
Q1 		$4.17M Buy
51,448
+310
+0.6% +$25.1K 0.3% 42
2016
Q4 		$4.13M Buy
+51,138
New +$4.19M 0.31% 41

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 $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fairview Capital Investment Management's BND Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its Vanguard Total Bond Market (BND) stake by 1.9% in Q1 2026, selling an estimated $164K and leaving 114,389 shares worth $8.42M. The position accounts for 0.46% of the portfolio, ranked #41.

Fairview Capital Investment Management first reported a position in BND in Q4 2016 and has held it in 37 quarters since. The position peaked at $9.38M in Q1 2024. 1,765 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Fairview Capital Investment Management held 114,389 shares of Vanguard Total Bond Market worth $8.42M as of Q1 2026.
  • Fairview Capital Investment Management sold 2,209 Vanguard Total Bond Market shares in Q1 2026, an estimated $164K.
  • Vanguard Total Bond Market made up 0.46% of Fairview Capital Investment Management's portfolio in Q1 2026, its #41 holding.
  • Fairview Capital Investment Management first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 37 quarters since.
  • Fairview Capital Investment Management's Vanguard Total Bond Market position peaked at $9.38M in Q1 2024.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.