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Fiduciary Alliance’s Vanguard Total Bond Market BND Stock Holding History

Fiduciary Alliance’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 		$322K Sell
4,358
-169
-4% -$12.5K 0.02% 436
2025
Q4 		$335K Sell
4,527
-1,501
-25% -$112K 0.02% 405
2025
Q3 		$448K Buy
6,028
+1,236
+26% +$91K 0.03% 357
2025
Q2 		$353K Buy
+4,792
New +$349K 0.03% 364
2023
Q3 		– Sell
-848
Closed -$61.6K – 258
2023
Q2 		$61.6K Buy
+848
New +$62.1K 0.01% 282

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

Fiduciary Alliance's BND Position: Q1 2026 in Review

Fiduciary Alliance reduced its Vanguard Total Bond Market (BND) stake by 3.7% in Q1 2026, selling an estimated $12.5K and leaving 4,358 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #436.

Fiduciary Alliance first reported a position in BND in Q2 2023 and has held it in 5 quarters since. The position peaked at $448K in Q3 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Fiduciary Alliance held 4,358 shares of Vanguard Total Bond Market worth $322K as of Q1 2026.
  • Fiduciary Alliance sold 169 Vanguard Total Bond Market shares in Q1 2026, an estimated $12.5K.
  • Vanguard Total Bond Market made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #436 holding.
  • Fiduciary Alliance first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 5 quarters since.
  • Fiduciary Alliance's Vanguard Total Bond Market position peaked at $448K in Q3 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.