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Hershey Financial Advisers’s Vanguard Total Bond Market BND Stock Holding History

Hershey Financial Advisers’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 		$712K Sell
9,670
-57,609
-86% -$4.27M 0.61% 53
2025
Q4 		$4.98M Buy
67,279
+64,365
+2,209% +$4.79M 4.21% 1
2025
Q3 		$217K Buy
2,914
+7
+0.2% +$515 0.19% 74
2025
Q2 		$214K Buy
+2,907
New +$211K 0.19% 68
2024
Q4 		$369K Buy
+5,135
New +$375K 0.33% 61

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hershey Financial Advisers's BND Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Vanguard Total Bond Market (BND) stake by 86% in Q1 2026, selling an estimated $4.27M and leaving 9,670 shares worth $712K. The position accounts for 0.61% of the portfolio, ranked #53.

Hershey Financial Advisers first reported a position in BND in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.98M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Hershey Financial Advisers held 9,670 shares of Vanguard Total Bond Market worth $712K as of Q1 2026.
  • Hershey Financial Advisers sold 57,609 Vanguard Total Bond Market shares in Q1 2026, an estimated $4.27M.
  • Vanguard Total Bond Market made up 0.61% of Hershey Financial Advisers's portfolio in Q1 2026, its #53 holding.
  • Hershey Financial Advisers first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 5 quarters since.
  • Hershey Financial Advisers's Vanguard Total Bond Market position peaked at $4.98M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.