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Financial Symmetry’s Vanguard Total Bond Market BND Stock Holding History

Financial Symmetry’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 		– Sell
-2,872
Closed -$213K – 65
2025
Q4 		$213K Buy
2,872
+28
+1% +$2.08K 0.09% 54
2025
Q3 		$211K Buy
2,844
+22
+0.8% +$1.62K 0.09% 50
2025
Q2 		$208K Buy
+2,822
New +$205K 0.11% 44

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Symmetry's BND Position: Q1 2026 in Review

Financial Symmetry sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 2,872 shares — an estimated $213K sold.

Financial Symmetry first reported a position in BND in Q2 2025 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 1,769 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Financial Symmetry reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Financial Symmetry sold 2,872 Vanguard Total Bond Market shares in Q1 2026, an estimated $213K.
  • Financial Symmetry first reported a position in Vanguard Total Bond Market in Q2 2025 and held it in 3 quarters.
  • Financial Symmetry's Vanguard Total Bond Market position peaked at $213K in Q4 2025.
  • 1,769 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Financial Symmetry's 13F filing for Q1 2026, filed 11 May 2026.