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Flagship Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Flagship Private Wealth’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 		$964K Sell
13,092
-1,003
-7% -$74.4K 0.39% 47
2025
Q4 		$1.04M Sell
14,095
-3,324
-19% -$247K 0.41% 47
2025
Q3 		$1.3M Sell
17,419
-2,282
-12% -$168K 0.52% 35
2025
Q2 		$1.45M Sell
19,701
-4,063
-17% -$296K 0.62% 29
2025
Q1 		$1.75M Sell
23,764
-2,807
-11% -$204K 0.83% 26
2024
Q4 		$1.91M Sell
26,571
-1,268
-5% -$92.7K 0.92% 25
2024
Q3 		$2.09M Sell
27,839
-5,390
-16% -$399K 1.08% 22
2024
Q2 		$2.39M Sell
33,229
-5,354
-14% -$383K 1.42% 19
2024
Q1 		$2.8M Sell
38,583
-3,576
-8% -$260K 1.81% 16
2023
Q4 		$3.1M Sell
42,159
-873
-2% -$61.6K 2.39% 13
2023
Q3 		$3M Sell
43,032
-1,845
-4% -$132K 2.64% 11
2023
Q2 		$3.26M Sell
44,877
-164
-0.4% -$12K 2.7% 12
2023
Q1 		$3.33M Sell
45,041
-167
-0.4% -$12.2K 2.97% 12
2022
Q4 		$3.25M Sell
45,208
-252
-0.6% -$18.1K 3.04% 10
2022
Q3 		$3.24M Buy
45,460
+367
+0.8% +$27.5K 3.35% 7
2022
Q2 		$3.39M Sell
45,093
-54
-0.1% -$4.11K 3.29% 8
2022
Q1 		$3.59M Buy
45,147
+76
+0.2% +$6.21K 2.94% 10
2021
Q4 		$3.82M Sell
45,071
-479
-1% -$40.8K 2.79% 11
2021
Q3 		$3.89M Buy
45,550
+1,058
+2% +$91.3K 3.11% 9
2021
Q2 		$3.84M Buy
44,492
+3,279
+8% +$280K 2.92% 10
2021
Q1 		$3.49M Buy
41,213
+10,467
+34% +$903K 2.91% 10
2020
Q4 		$2.69M Buy
+30,746
New +$2.71M 2.5% 11

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 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Flagship Private Wealth's BND Position: Q1 2026 in Review

Flagship Private Wealth reduced its Vanguard Total Bond Market (BND) stake by 7.1% in Q1 2026, selling an estimated $74.4K and leaving 13,092 shares worth $964K. The position accounts for 0.39% of the portfolio, ranked #47.

Flagship Private Wealth first reported a position in BND in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.89M in Q3 2021. 1,765 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Flagship Private Wealth held 13,092 shares of Vanguard Total Bond Market worth $964K as of Q1 2026.
  • Flagship Private Wealth sold 1,003 Vanguard Total Bond Market shares in Q1 2026, an estimated $74.4K.
  • Vanguard Total Bond Market made up 0.39% of Flagship Private Wealth's portfolio in Q1 2026, its #47 holding.
  • Flagship Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 22 quarters since.
  • Flagship Private Wealth's Vanguard Total Bond Market position peaked at $3.89M in Q3 2021.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Flagship Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.