Greystone Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Greystone Financial 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	–	Sell	-6,352	Closed	-$471K	–	83
2025 Q4	$471K	Sell	6,352 -32,421	-84%	-$2.41M	0.07%	88
2025 Q3	$2.88M	Sell	38,773 -1,107	-3%	-$81.5K	0.45%	47
2025 Q2	$2.94M	Buy	39,880 +4,438	+13%	+$323K	0.48%	45
2025 Q1	$2.6M	Sell	35,442 -1,231	-3%	-$89.3K	0.47%	47
2024 Q4	$2.64M	Buy	36,673 +5,193	+16%	+$380K	0.46%	49
2024 Q3	$2.36M	Buy	31,480 +25,991	+474%	+$1.92M	0.42%	48
2024 Q2	$395K	Hold	5,489	–	–	0.08%	90
2024 Q1	$399K	Buy	+5,489	New	+$398K	0.08%	92

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 $424B AUM 22.94% 1-Year Est. Return

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

Greystone Financial Group's BND Position: Q1 2026 in Review

Greystone Financial Group sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 6,352 shares — an estimated $471K sold.

Greystone Financial Group first reported a position in BND in Q1 2024 and held it in 8 quarters. The position peaked at $2.94M in Q2 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Greystone Financial Group reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Greystone Financial Group sold 6,352 Vanguard Total Bond Market shares in Q1 2026, an estimated $471K.
Greystone Financial Group first reported a position in Vanguard Total Bond Market in Q1 2024 and held it in 8 quarters.
Greystone Financial Group's Vanguard Total Bond Market position peaked at $2.94M in Q2 2025.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.