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Financial Strategies Group’s Vanguard Total Bond Market BND Stock Holding History

Financial Strategies Group’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 		$3.14M Sell
42,599
-223
-0.5% -$16.5K 0.53% 35
2025
Q4 		$3.18M Buy
42,822
+1,766
+4% +$131K 0.58% 35
2025
Q3 		$3.05M Buy
41,056
+3,164
+8% +$233K 0.58% 35
2025
Q2 		$2.76M Sell
37,892
-1,111
-3% -$80.8K 0.58% 33
2025
Q1 		$2.83M Buy
39,003
+3,446
+10% +$250K 0.67% 32
2024
Q4 		$2.53M Buy
35,557
+5,689
+19% +$416K 0.61% 32
2024
Q3 		$2.2M Buy
29,868
+11,706
+64% +$866K 0.52% 33
2024
Q2 		$1.31M Buy
18,162
+298
+2% +$21.3K 0.33% 38
2024
Q1 		$1.28M Buy
17,864
+5,743
+47% +$417K 0.35% 38
2023
Q4 		$878K Sell
12,121
-1,702
-12% -$120K 0.25% 40
2023
Q3 		$949K Buy
13,823
+3,860
+39% +$276K 0.3% 42
2023
Q2 		$724K Buy
9,963
+1,533
+18% +$112K 0.23% 44
2023
Q1 		$622K Sell
8,430
-510
-6% -$37.3K 0.24% 47
2022
Q4 		$642K Buy
8,940
+160
+2% +$11.5K 0.27% 47
2022
Q3 		$626K Sell
8,780
-733
-8% -$54.9K 0.28% 51
2022
Q2 		$716K Buy
9,513
+1,121
+13% +$85.3K 0.3% 46
2022
Q1 		$668K Buy
8,392
+3,946
+89% +$322K 0.27% 43
2021
Q4 		$377K Sell
4,446
-911
-17% -$77.6K 0.15% 59
2021
Q3 		$458K Sell
5,357
-185
-3% -$16K 0.2% 51
2021
Q2 		$476K Sell
5,542
-138
-2% -$11.8K 0.22% 42
2021
Q1 		$481K Buy
5,680
+436
+8% +$37.6K 0.25% 36
2020
Q4 		$462K Buy
5,244
+1,214
+30% +$107K 0.26% 35
2020
Q3 		$356K Buy
+4,030
New +$357K 0.24% 37

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

Financial Strategies Group's BND Position: Q1 2026 in Review

Financial Strategies Group reduced its Vanguard Total Bond Market (BND) stake by 0.52% in Q1 2026, selling an estimated $16.5K and leaving 42,599 shares worth $3.14M. The position accounts for 0.53% of the portfolio, ranked #35.

Financial Strategies Group first reported a position in BND in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.18M in Q4 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Financial Strategies Group held 42,599 shares of Vanguard Total Bond Market worth $3.14M as of Q1 2026.
  • Financial Strategies Group sold 223 Vanguard Total Bond Market shares in Q1 2026, an estimated $16.5K.
  • Vanguard Total Bond Market made up 0.53% of Financial Strategies Group's portfolio in Q1 2026, its #35 holding.
  • Financial Strategies Group first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 23 quarters since.
  • Financial Strategies Group's Vanguard Total Bond Market position peaked at $3.18M in Q4 2025.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.