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Five Pine Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Five Pine Wealth 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 		$23.8M Buy
323,481
+12,990
+4% +$964K 14.81% 1
2025
Q4 		$23M Buy
310,491
+14,798
+5% +$1.1M 14.75% 1
2025
Q3 		$22M Buy
295,693
+30,117
+11% +$2.22M 14.87% 1
2025
Q2 		$19.6M Buy
265,576
+9,470
+4% +$689K 14.47% 1
2025
Q1 		$18.8M Buy
256,106
+13,724
+6% +$996K 15.32% 1
2024
Q4 		$17.4M Buy
+242,382
New +$17.7M 14.69% 1

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

Five Pine Wealth Management's BND Position: Q1 2026 in Review

Five Pine Wealth Management increased its Vanguard Total Bond Market (BND) stake by 4.2% in Q1 2026, buying an estimated $964K and bringing the position to 323,481 shares worth $23.8M. The position accounts for 14.81% of the portfolio, ranked #1.

Five Pine Wealth Management first reported a position in BND in Q4 2024 and has held it in 6 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Five Pine Wealth Management held 323,481 shares of Vanguard Total Bond Market worth $23.8M as of Q1 2026.
  • Five Pine Wealth Management bought 12,990 Vanguard Total Bond Market shares in Q1 2026, an estimated $964K.
  • Vanguard Total Bond Market made up 14.81% of Five Pine Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Five Pine Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.