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Financial Gravity Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Financial Gravity Asset 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 		$27.2K Hold
370
– – ﹤0.01% 398
2025
Q4 		$27.4K Sell
370
-84
-19% -$6.25K 0.01% 323
2025
Q3 		$33.8K Buy
+454
New +$33.4K 0.01% 346
2025
Q1 		$42.9K Buy
+584
New +$42.4K 0.01% 336
2024
Q2 		$331K Sell
4,599
-5,750
-56% -$412K 0.08% 95
2024
Q1 		$757K Sell
10,349
-398,463
-97% -$28.9M 0.1% 89
2023
Q4 		$2.93M Buy
408,812
+5,817
+1% +$411K 0.03% 174
2023
Q3 		$2.5M Buy
402,995
+371,678
+1,187% +$26.5M 0.03% 182
2023
Q2 		$9.54K Buy
31,317
+467
+2% +$34.2K 0.03% 351
2023
Q1 		$3.62K Buy
+30,850
New +$2.26M 0.11% 225
2022
Q4 		– Sell
-71
Closed -$1.3K – 1416
2022
Q3 		$1.3K Sell
71
-4
-5% -$299 0.04% 330
2022
Q2 		$1.37K Sell
75
-5
-6% -$381 0.04% 304
2022
Q1 		$1.45K Sell
80
-5
-6% -$408 0.04% 314
2021
Q4 		$1.54K Hold
85
– – 0.03% 351
2021
Q3 		$85K Buy
85
+67
+372% +$5.78K 0.04% 400
2021
Q2 		$86K Hold
18
– – 0.03% 392
2021
Q1 		$1.51K Sell
18
-56
-76% -$4.83K 0.03% 258
2020
Q4 		$7K Buy
+74
New +$6.51K 0.01% 203
2020
Q2 		– Sell
-8,588
Closed -$730K – 121
2020
Q1 		$730K Buy
8,588
+1,613
+23% +$137K 2.26% 2
2019
Q4 		$86K Sell
6,975
-5,797
-45% -$487K 0.06% 377
2019
Q3 		$1.08M Buy
12,772
+1,791
+16% +$150K 0.93% 22
2019
Q2 		$912K Sell
10,981
-676
-6% -$55.1K 0.75% 35
2019
Q1 		$940K Buy
+11,657
New +$931K 0.76% 31
2018
Q3 		$30K Hold
386
– – 0.03% 421
2018
Q2 		$31K Hold
386
– – 0.03% 417
2018
Q1 		$30K Buy
+386
New +$30.9K 0.03% 460

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

Financial Gravity Asset Management's BND Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 370 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Financial Gravity Asset Management first reported a position in BND in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.93M in Q4 2023. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Financial Gravity Asset Management held 370 shares of Vanguard Total Bond Market worth $27.2K as of Q1 2026.
  • Financial Gravity Asset Management left its Vanguard Total Bond Market share count unchanged in Q1 2026.
  • Vanguard Total Bond Market made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #398 holding.
  • Financial Gravity Asset Management first reported a position in Vanguard Total Bond Market in Q1 2018 and has held it in 26 quarters since.
  • Financial Gravity Asset Management's Vanguard Total Bond Market position peaked at $2.93M in Q4 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.