GCM
BND icon

Generation Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Generation Capital 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 		$3.68M Sell
49,967
-3,020
-6% -$224K 2.69% 10
2025
Q4 		$3.92M Buy
52,987
+35,659
+206% +$2.65M 2.55% 12
2025
Q3 		$1.29M Buy
17,328
+11,250
+185% +$828K 0.93% 35
2025
Q2 		$448K Buy
+6,078
New +$442K 0.35% 57

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

Generation Capital Management's BND Position: Q1 2026 in Review

Generation Capital Management reduced its Vanguard Total Bond Market (BND) stake by 5.7% in Q1 2026, selling an estimated $224K and leaving 49,967 shares worth $3.68M. The position accounts for 2.69% of the portfolio, ranked #10.

Generation Capital Management first reported a position in BND in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.92M in Q4 2025. 1,770 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Generation Capital Management held 49,967 shares of Vanguard Total Bond Market worth $3.68M as of Q1 2026.
  • Generation Capital Management sold 3,020 Vanguard Total Bond Market shares in Q1 2026, an estimated $224K.
  • Vanguard Total Bond Market made up 2.69% of Generation Capital Management's portfolio in Q1 2026, its #10 holding.
  • Generation Capital Management first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 4 quarters since.
  • Generation Capital Management's Vanguard Total Bond Market position peaked at $3.92M in Q4 2025.
  • 1,770 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.