GM Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

GM Advisory Group’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	$212K	Buy	2,875 +1	+0%	+$74	0.01%	345
2025 Q4	$213K	Hold	2,874	–	–	0.01%	323
2025 Q3	$214K	Buy	2,874 +77	+3%	+$5.67K	0.01%	289
2025 Q2	$206K	Hold	2,797	–	–	0.01%	275
2025 Q1	$205K	Hold	2,797	–	–	0.01%	255
2024 Q4	$201K	Buy	2,797 +1	+0%	+$73	0.01%	250
2024 Q3	$210K	Hold	2,796	–	–	0.01%	236
2024 Q2	$201K	Hold	2,796	–	–	0.01%	232
2024 Q1	$203K	Hold	2,796	–	–	0.01%	214
2023 Q4	$206K	Buy	+2,796	New	+$197K	0.02%	194
2023 Q3	–	Sell	-2,795	Closed	-$203K	–	193
2023 Q2	$203K	Hold	2,795	–	–	0.02%	180
2023 Q1	$206K	Buy	+2,795	New	+$205K	0.02%	175
2017 Q1	–	Sell	-6,775	Closed	-$547K	–	109
2016 Q4	$547K	Buy	+6,775	New	+$555K	0.19%	59

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

GM Advisory Group's BND Position: Q1 2026 in Review

GM Advisory Group increased its Vanguard Total Bond Market (BND) stake by 0.03% in Q1 2026, buying an estimated $74 and bringing the position to 2,875 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #345.

GM Advisory Group first reported a position in BND in Q4 2016 and has held it in 13 quarters since. The position peaked at $547K in Q4 2016. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

GM Advisory Group held 2,875 shares of Vanguard Total Bond Market worth $212K as of Q1 2026.
GM Advisory Group bought 1 Vanguard Total Bond Market share in Q1 2026, an estimated $74.
Vanguard Total Bond Market made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #345 holding.
GM Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 13 quarters since.
GM Advisory Group's Vanguard Total Bond Market position peaked at $547K in Q4 2016.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.