Financial Freedom LLC’s Vanguard Total Bond Market BND Stock Holding History

Financial Freedom LLC’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	$112K	Buy	1,526 +552	+57%	+$41K	0.06%	131
2025 Q4	$72.1K	Buy	974 +13	+1%	+$968	0.04%	156
2025 Q3	$71.5K	Buy	961 +9	+0.9%	+$663	0.04%	157
2025 Q2	$70.1K	Buy	952 +9	+1%	+$655	0.04%	156
2025 Q1	$69.2K	Buy	943 +6	+0.6%	+$435	0.04%	156
2024 Q4	$67.4K	Buy	937 +12	+1%	+$877	0.04%	153
2024 Q3	$69.5K	Buy	925 +8	+0.9%	+$592	0.04%	149
2024 Q2	$66.1K	Buy	917 +8	+0.9%	+$573	0.04%	151
2024 Q1	$66K	Buy	909 +6	+0.7%	+$435	0.04%	149
2023 Q4	$66.5K	Sell	903 -1,997	-69%	-$141K	0.04%	144
2023 Q3	$202K	Buy	2,900 +24	+0.8%	+$1.71K	0.14%	89
2023 Q2	$209K	Buy	2,876 +21	+0.7%	+$1.54K	0.15%	84
2023 Q1	$211K	Sell	2,855 -27,142	-90%	-$1.99M	0.15%	79
2022 Q4	$2.15M	Buy	+29,997	New	+$2.15M	1.45%	14

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

Financial Freedom LLC's BND Position: Q1 2026 in Review

Financial Freedom LLC increased its Vanguard Total Bond Market (BND) stake by 57% in Q1 2026, buying an estimated $41K and bringing the position to 1,526 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #131.

Financial Freedom LLC first reported a position in BND in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.15M in Q4 2022. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Financial Freedom LLC held 1,526 shares of Vanguard Total Bond Market worth $112K as of Q1 2026.
Financial Freedom LLC bought 552 Vanguard Total Bond Market shares in Q1 2026, an estimated $41K.
Vanguard Total Bond Market made up 0.06% of Financial Freedom LLC's portfolio in Q1 2026, its #131 holding.
Financial Freedom LLC first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Total Bond Market position peaked at $2.15M in Q4 2022.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.