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 -1,200	-21%	-$85.9K	0.08%	95
2024 Q1	$427K	Sell	5,799 -18	-0.3%	-$1.31K	0.12%	85
2023 Q4	$428K	Buy	+5,817	New	+$411K	0.12%	85
2021 Q3	$85K	Buy	85 +67	+372%	+$5.78K	0.04%	400
2021 Q2	$86K	Buy	+18	New	+$1.53K	0.03%	392
2020 Q4	$7K	Buy	+74	New	+$6.51K	0.01%	203
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 17 quarters since. The position peaked at $1.08M in Q3 2019. 1,782 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 17 quarters since.
Financial Gravity Asset Management's Vanguard Total Bond Market position peaked at $1.08M in Q3 2019.
1,782 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.