FPC Investment Advisory’s Vanguard Total Bond Market BND Stock Holding History

FPC Investment Advisory’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	$7.69M	Sell	104,109 -6,900	-6%	-$512K	3.83%	10
2025 Q4	$8.22M	Sell	111,009 -277	-0.2%	-$20.6K	4.5%	8
2025 Q3	$8.28M	Sell	111,286 -6,930	-6%	-$510K	4.97%	8
2025 Q2	$8.67M	Sell	118,216 -864	-0.7%	-$62.8K	5.42%	6
2025 Q1	$8.65M	Sell	119,080 -411	-0.3%	-$29.8K	5.94%	6
2024 Q4	$8.64M	Sell	119,491 -3,445	-3%	-$252K	6.32%	6
2024 Q3	$9.09M	Sell	122,936 -51	-0%	-$3.77K	7.71%	6
2024 Q2	$8.99M	Buy	122,987 +14,167	+13%	+$1.01M	8.1%	5
2024 Q1	$7.7M	Buy	+108,820	New	+$7.9M	7.59%	6

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FPC Investment Advisory's BND Position: Q1 2026 in Review

FPC Investment Advisory reduced its Vanguard Total Bond Market (BND) stake by 6.2% in Q1 2026, selling an estimated $512K and leaving 104,109 shares worth $7.69M. The position accounts for 3.83% of the portfolio, ranked #10.

FPC Investment Advisory first reported a position in BND in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.09M in Q3 2024. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

FPC Investment Advisory held 104,109 shares of Vanguard Total Bond Market worth $7.69M as of Q1 2026.
FPC Investment Advisory sold 6,900 Vanguard Total Bond Market shares in Q1 2026, an estimated $512K.
Vanguard Total Bond Market made up 3.83% of FPC Investment Advisory's portfolio in Q1 2026, its #10 holding.
FPC Investment Advisory first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 9 quarters since.
FPC Investment Advisory's Vanguard Total Bond Market position peaked at $9.09M in Q3 2024.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on FPC Investment Advisory's 13F filing for Q1 2026, filed 4 May 2026.