Genesis Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Genesis Wealth Advisors’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	$7.43M	Buy	100,876 +5,074	+5%	+$376K	4.96%	8
2025 Q4	$7.1M	Buy	95,802 +1,907	+2%	+$142K	4.86%	8
2025 Q3	$6.98M	Sell	93,895 -510	-0.5%	-$37.6K	4.92%	7
2025 Q2	$6.95M	Buy	94,405 +7,089	+8%	+$516K	5.22%	6
2025 Q1	$6.41M	Buy	87,316 +44,852	+106%	+$3.26M	5.19%	5
2024 Q4	$3.05M	Buy	+42,464	New	+$3.1M	2.66%	13
2015 Q2	$4.06K	Hold	50	–	–	﹤0.01%	432
2015 Q1	$4.17K	Hold	50	–	–	﹤0.01%	402
2014 Q4	$4.16K	Buy	+50	New	+$4.12K	﹤0.01%	432

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

Genesis Wealth Advisors's BND Position: Q1 2026 in Review

Genesis Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 5.3% in Q1 2026, buying an estimated $376K and bringing the position to 100,876 shares worth $7.43M. The position accounts for 4.96% of the portfolio, ranked #8.

Genesis Wealth Advisors first reported a position in BND in Q4 2014 and has held it in 9 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Genesis Wealth Advisors held 100,876 shares of Vanguard Total Bond Market worth $7.43M as of Q1 2026.
Genesis Wealth Advisors bought 5,074 Vanguard Total Bond Market shares in Q1 2026, an estimated $376K.
Vanguard Total Bond Market made up 4.96% of Genesis Wealth Advisors's portfolio in Q1 2026, its #8 holding.
Genesis Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 9 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.