Family CFO’s Vanguard Total Bond Market BND Stock Holding History

Family CFO’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	-2,250	Closed	-$167K	–	49
2025 Q4	$167K	Buy	+2,250	New	+$167K	0.07%	42
2025 Q3	–	Sell	-2,153	Closed	-$159K	–	41
2025 Q2	$159K	Hold	2,153	–	–	0.08%	41
2025 Q1	$158K	Hold	2,153	–	–	0.09%	36
2024 Q4	$155K	Buy	2,153 +210	+11%	+$15.4K	0.09%	35
2024 Q3	$146K	Hold	1,943	–	–	0.08%	35
2024 Q2	$140K	Hold	1,943	–	–	0.09%	34
2024 Q1	$141K	Buy	1,943 +151	+8%	+$11K	0.09%	32
2023 Q4	$132K	Hold	1,792	–	–	0.09%	32
2023 Q3	$125K	Hold	1,792	–	–	0.09%	31
2023 Q2	$130K	Sell	1,792 -3,918	-69%	-$287K	0.09%	27
2023 Q1	$422K	Sell	5,710 -594	-9%	-$43.5K	0.32%	25
2022 Q4	$453K	Hold	6,304	–	–	0.41%	23
2022 Q3	$450K	Buy	6,304 +240	+4%	+$18K	0.48%	19
2022 Q2	$456K	Sell	6,064 -253	-4%	-$19.3K	0.5%	20
2022 Q1	$502K	Buy	6,317 +138	+2%	+$11.3K	0.51%	22
2021 Q4	$524K	Buy	+6,179	New	+$526K	0.51%	20

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Family CFO's BND Position: Q1 2026 in Review

Family CFO sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 2,250 shares — an estimated $167K sold.

Family CFO first reported a position in BND in Q4 2021 and held it in 16 quarters. The position peaked at $524K in Q4 2021. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Family CFO reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Family CFO sold 2,250 Vanguard Total Bond Market shares in Q1 2026, an estimated $167K.
Family CFO first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 16 quarters.
Family CFO's Vanguard Total Bond Market position peaked at $524K in Q4 2021.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.