HighMark Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

HighMark Wealth Management’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	-116	Closed	-$8.6K	–	556
2025 Q4	$8.6K	Buy	116 +13	+13%	+$968	﹤0.01%	333
2025 Q3	$7.66K	Buy	+103	New	+$7.58K	﹤0.01%	340
2024 Q1	–	Sell	-146	Closed	-$10.7K	–	571
2023 Q4	$10.7K	Buy	146 +2	+1%	+$141	0.01%	252
2023 Q3	$10.1K	Buy	144 +1	+0.7%	+$71	0.01%	252
2023 Q2	$10.4K	Sell	143 -424	-75%	-$31.1K	0.01%	255
2023 Q1	$41.9K	Buy	567 +53	+10%	+$3.88K	0.03%	148
2022 Q4	$36.9K	Buy	514 +79	+18%	+$5.66K	0.03%	119
2022 Q3	$31K	Buy	435 +60	+16%	+$4.49K	0.03%	124
2022 Q2	$28K	Buy	375 +20	+6%	+$1.52K	0.02%	130
2022 Q1	$28K	Buy	355 +47	+15%	+$3.84K	0.02%	142
2021 Q4	$26K	Buy	308 +49	+19%	+$4.17K	0.02%	152
2021 Q3	$22K	Buy	259 +67	+35%	+$5.78K	0.02%	174
2021 Q2	$16K	Buy	+192	New	+$16.4K	0.01%	205

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighMark Wealth Management's BND Position: Q1 2026 in Review

HighMark Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 116 shares — an estimated $8.6K sold.

HighMark Wealth Management first reported a position in BND in Q2 2021 and held it in 13 quarters. The position peaked at $41.9K in Q1 2023. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

HighMark Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
HighMark Wealth Management sold 116 Vanguard Total Bond Market shares in Q1 2026, an estimated $8.6K.
HighMark Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 13 quarters.
HighMark Wealth Management's Vanguard Total Bond Market position peaked at $41.9K in Q1 2023.
1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.