Forvis Mazars Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $455K | Sell |
6,175
-422
| -6% | -$31.3K | 0.01% | 296 |
|
|
2025
Q4 | $489K | Buy |
6,597
+1,728
| +35% | +$129K | 0.01% | 291 |
|
|
2025
Q3 | $362K | Sell |
4,869
-273
| -5% | -$20.1K | 0.01% | 330 |
|
|
2025
Q2 | $379K | Sell |
5,142
-764
| -13% | -$55.6K | 0.01% | 331 |
|
|
2025
Q1 | $434K | Sell |
5,906
-2,972
| -33% | -$216K | 0.01% | 302 |
|
|
2024
Q4 | $638K | Buy |
8,878
+1,110
| +14% | +$81.2K | 0.01% | 275 |
|
|
2024
Q3 | $583K | Sell |
7,768
-683
| -8% | -$50.5K | 0.01% | 294 |
|
|
2024
Q2 | $609K | Buy |
8,451
+652
| +8% | +$46.7K | 0.02% | 262 |
|
|
2024
Q1 | $566K | Sell |
7,799
-2,037
| -21% | -$148K | 0.01% | 273 |
|
|
2023
Q4 | $723K | Buy |
9,836
+6,244
| +174% | +$441K | 0.02% | 236 |
|
|
2023
Q3 | $251K | Sell |
3,592
-678
| -16% | -$48.4K | 0.01% | 348 |
|
|
2023
Q2 | $310K | Sell |
4,270
-166
| -4% | -$12.2K | 0.01% | 357 |
|
|
2023
Q1 | $328K | Sell |
4,436
-602
| -12% | -$44K | 0.01% | 321 |
|
|
2022
Q4 | $362K | Buy |
5,038
+43
| +0.9% | +$3.08K | 0.01% | 302 |
|
|
2022
Q3 | $356K | Sell |
4,995
-726
| -13% | -$54.3K | 0.01% | 295 |
|
|
2022
Q2 | $430K | Buy |
+5,721
| New | +$435K | 0.02% | 272 |
|
|
2021
Q3 | – | Sell |
-2,486
| Closed | -$214K | – | 273 |
|
|
2021
Q2 | $214K | Buy |
+2,486
| New | +$212K | 0.01% | 252 |
|
|
2021
Q1 | – | Sell |
-4,437
| Closed | -$391K | – | 289 |
|
|
2020
Q4 | $391K | Buy |
+4,437
| New | +$390K | 0.02% | 257 |
|
|
2020
Q2 | – | Sell |
-8,286
| Closed | -$707K | – | 310 |
|
|
2020
Q1 | $707K | Sell |
8,286
-664
| -7% | -$56.4K | 0.06% | 141 |
|
|
2019
Q4 | $751K | Buy |
8,950
+664
| +8% | +$55.8K | 0.05% | 142 |
|
|
2019
Q3 | $700K | Sell |
8,286
-7,613
| -48% | -$638K | 0.06% | 131 |
|
|
2019
Q2 | $1.32M | Buy |
15,899
+1,312
| +9% | +$107K | 0.11% | 102 |
|
|
2019
Q1 | $1.18M | Buy |
+14,587
| New | +$1.16M | 0.1% | 103 |
|
|
2017
Q1 | – | Sell |
-5,908
| Closed | -$477K | – | 211 |
|
|
2016
Q4 | $477K | Sell |
5,908
-2,305
| -28% | -$189K | 0.06% | 123 |
|
|
2016
Q3 | $691K | Sell |
8,213
-25
| -0.3% | -$2.1K | 0.1% | 97 |
|
|
2016
Q2 | $694K | Sell |
8,238
-9,025
| -52% | -$750K | 0.1% | 93 |
|
|
2016
Q1 | $1.43M | Sell |
17,263
-799
| -4% | -$65.4K | 0.23% | 57 |
|
|
2015
Q4 | $1.46M | Buy |
18,062
+14,039
| +349% | +$1.14M | 0.22% | 54 |
|
|
2015
Q3 | $330K | Sell |
4,023
-728
| -15% | -$59.3K | 0.06% | 130 |
|
|
2015
Q2 | $386K | Sell |
4,751
-568
| -11% | -$46.7K | 0.06% | 120 |
|
|
2015
Q1 | $443K | Buy |
+5,319
| New | +$442K | 0.06% | 117 |
|
Other funds holding BND
VAI
AF
Forvis Mazars Wealth Advisors's BND Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 6.4% in Q1 2026, selling an estimated $31.3K and leaving 6,175 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #296.
Forvis Mazars Wealth Advisors first reported a position in BND in Q1 2015 and has held it in 31 quarters since. The position peaked at $1.46M in Q4 2015. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.
- Forvis Mazars Wealth Advisors held 6,175 shares of Vanguard Total Bond Market worth $455K as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 422 Vanguard Total Bond Market shares in Q1 2026, an estimated $31.3K.
- Vanguard Total Bond Market made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #296 holding.
- Forvis Mazars Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2015 and has held it in 31 quarters since.
- Forvis Mazars Wealth Advisors's Vanguard Total Bond Market position peaked at $1.46M in Q4 2015.
- 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.