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Hamilton Wealth’s Vanguard Total Bond Market BND Stock Holding History

Hamilton Wealth’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 		$5.39M Buy
73,195
+3,137
+4% +$233K 1.05% 25
2025
Q4 		$5.19M Sell
70,058
-16,801
-19% -$1.25M 0.99% 25
2025
Q3 		$6.46M Sell
86,859
-21,932
-20% -$1.61M 1.35% 22
2025
Q2 		$8.01M Buy
108,791
+32,348
+42% +$2.35M 1.79% 19
2025
Q1 		$5.61M Sell
76,443
-1,426
-2% -$103K 1.35% 20
2024
Q4 		$5.6M Sell
77,869
-2,085
-3% -$152K 1.36% 21
2024
Q3 		$6.01M Buy
79,954
+3,305
+4% +$245K 1.47% 19
2024
Q2 		$5.52M Buy
76,649
+7,699
+11% +$551K 1.48% 24
2024
Q1 		$5.01M Sell
68,950
-1,911
-3% -$139K 1.56% 20
2023
Q4 		$5.21M Sell
70,861
-99,504
-58% -$7.03M 1.64% 18
2023
Q3 		$11.9M Buy
170,365
+78,005
+84% +$5.57M 4.26% 9
2023
Q2 		$6.71M Buy
92,360
+82,904
+877% +$6.07M 2.34% 13
2023
Q1 		$698K Buy
+9,456
New +$692K 0.25% 47

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 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Wealth's BND Position: Q1 2026 in Review

Hamilton Wealth increased its Vanguard Total Bond Market (BND) stake by 4.5% in Q1 2026, buying an estimated $233K and bringing the position to 73,195 shares worth $5.39M. The position accounts for 1.05% of the portfolio, ranked #25.

Hamilton Wealth first reported a position in BND in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.9M in Q3 2023. 1,765 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Hamilton Wealth held 73,195 shares of Vanguard Total Bond Market worth $5.39M as of Q1 2026.
  • Hamilton Wealth bought 3,137 Vanguard Total Bond Market shares in Q1 2026, an estimated $233K.
  • Vanguard Total Bond Market made up 1.05% of Hamilton Wealth's portfolio in Q1 2026, its #25 holding.
  • Hamilton Wealth first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 13 quarters since.
  • Hamilton Wealth's Vanguard Total Bond Market position peaked at $11.9M in Q3 2023.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.