Hillcrest Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Hillcrest Wealth Advisors’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	$204K	Hold	2,775	–	–	0.08%	49
2025 Q4	$206K	Hold	2,775	–	–	0.09%	51
2025 Q3	$206K	Buy	+2,775	New	+$204K	0.09%	49
2024 Q1	–	Sell	-5,047	Closed	-$371K	–	48
2023 Q4	$371K	Hold	5,047	–	–	0.2%	37
2023 Q3	$352K	Buy	5,047 +1,800	+55%	+$129K	0.2%	38
2023 Q2	$236K	Hold	3,247	–	–	0.14%	44
2023 Q1	$240K	Hold	3,247	–	–	0.14%	45
2022 Q4	$233K	Hold	3,247	–	–	0.14%	45
2022 Q3	$232K	Hold	3,247	–	–	0.15%	46
2022 Q2	$244K	Hold	3,247	–	–	0.15%	46
2022 Q1	$258K	Hold	3,247	–	–	0.14%	45
2021 Q4	$275K	Hold	3,247	–	–	0.15%	47
2021 Q3	$277K	Hold	3,247	–	–	0.16%	46
2021 Q2	$279K	Buy	+3,247	New	+$277K	0.17%	44
2019 Q3	–	Sell	-8,600	Closed	-$714K	–	39
2019 Q2	$714K	Sell	8,600 -4,350	-34%	-$354K	0.6%	23
2019 Q1	$1.05M	Hold	12,950	–	–	0.92%	22
2018 Q4	$1.03M	Buy	+12,950	New	+$1.01M	0.95%	24

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

Hillcrest Wealth Advisors's BND Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 2,775 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #49.

Hillcrest Wealth Advisors first reported a position in BND in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2019. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Hillcrest Wealth Advisors held 2,775 shares of Vanguard Total Bond Market worth $204K as of Q1 2026.
Hillcrest Wealth Advisors left its Vanguard Total Bond Market share count unchanged in Q1 2026.
Vanguard Total Bond Market made up 0.08% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Hillcrest Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 17 quarters since.
Hillcrest Wealth Advisors's Vanguard Total Bond Market position peaked at $1.05M in Q1 2019.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.