FA
BND icon

Fermata Advisors’s Vanguard Total Bond Market BND Stock Holding History

Fermata 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 		– Sell
-4,985
Closed -$369K – 234
2025
Q4 		$369K Sell
4,985
-45
-0.9% -$3.35K 0.09% 159
2025
Q3 		$374K Sell
5,030
-218
-4% -$16.1K 0.09% 148
2025
Q2 		$386K Sell
5,248
-1,552
-23% -$113K 0.1% 150
2025
Q1 		$499K Sell
6,800
-7,558
-53% -$549K 0.09% 162
2024
Q4 		$1.03M Sell
14,358
-1,058
-7% -$77.4K 0.19% 93
2024
Q3 		$1.16M Buy
15,416
+434
+3% +$32.1K 0.24% 74
2024
Q2 		$1.08M Sell
14,982
-2,265
-13% -$162K 0.25% 74
2024
Q1 		$1.25M Sell
17,247
-4,382
-20% -$318K 0.28% 67
2023
Q4 		$1.59M Sell
21,629
-15,717
-42% -$1.11M 0.38% 60
2023
Q3 		$2.61M Buy
37,346
+6,189
+20% +$442K 0.73% 41
2023
Q2 		$2.27M Buy
31,157
+26,658
+593% +$1.95M 2.05% 19
2023
Q1 		$332K Sell
4,499
-19,830
-82% -$1.45M 0.2% 80
2022
Q4 		$1.75M Sell
24,329
-19,528
-45% -$1.4M 0.52% 54
2022
Q3 		$3.13M Buy
43,857
+14,168
+48% +$1.06M 1.02% 30
2022
Q2 		$2.23M Sell
29,689
-13,090
-31% -$996K 0.78% 37
2022
Q1 		$3.4M Sell
42,779
-24,107
-36% -$1.97M 1.28% 23
2021
Q4 		$5.67M Buy
66,886
+33,992
+103% +$2.9M 2.08% 14
2021
Q3 		$2.81M Buy
32,894
+4,547
+16% +$393K 1.24% 25
2021
Q2 		$2.44M Buy
+28,347
New +$2.42M 1.42% 16

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

Fermata Advisors's BND Position: Q1 2026 in Review

Fermata Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 4,985 shares — an estimated $369K sold.

Fermata Advisors first reported a position in BND in Q2 2021 and held it in 19 quarters. The position peaked at $5.67M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Fermata Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Fermata Advisors sold 4,985 Vanguard Total Bond Market shares in Q1 2026, an estimated $369K.
  • Fermata Advisors first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 19 quarters.
  • Fermata Advisors's Vanguard Total Bond Market position peaked at $5.67M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Fermata Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.