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

Horizons 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 		$6.44M Buy
87,499
+1,352
+2% +$100K 4.23% 6
2025
Q4 		$6.38M Buy
86,147
+5,854
+7% +$436K 4.18% 6
2025
Q3 		$5.97M Buy
80,293
+2,703
+3% +$199K 4.07% 7
2025
Q2 		$5.71M Buy
77,590
+866
+1% +$63K 4.07% 7
2025
Q1 		$5.64M Buy
76,724
+2,106
+3% +$153K 4.19% 7
2024
Q4 		$5.37M Buy
74,618
+5,846
+9% +$427K 4.09% 7
2024
Q3 		$5.17M Buy
68,772
+24
+0% +$1.78K 3.97% 7
2024
Q2 		$5M Sell
68,748
-23,676
-26% -$1.7M 3.95% 7
2024
Q1 		$6.8M Hold
92,424
– – 4.45% 7
2023
Q4 		$6.8M Sell
92,424
-3,248
-3% -$229K 4.45% 7
2023
Q3 		$6.68M Buy
95,672
+4,028
+4% +$288K 4.87% 6
2023
Q2 		$6.66M Sell
91,644
-646
-0.7% -$47.3K 4.72% 6
2023
Q1 		$6.81M Buy
92,290
+4,097
+5% +$300K 5% 6
2022
Q4 		$6.34M Buy
88,193
+3,320
+4% +$238K 5.07% 6
2022
Q3 		$6.05M Buy
84,873
+825
+1% +$61.7K 5.58% 6
2022
Q2 		$6.38M Buy
+84,048
New +$6.4M 5.22% 6

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

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

Horizons Wealth Management increased its Vanguard Total Bond Market (BND) stake by 1.6% in Q1 2026, buying an estimated $100K and bringing the position to 87,499 shares worth $6.44M. The position accounts for 4.23% of the portfolio, ranked #6.

Horizons Wealth Management first reported a position in BND in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.81M in Q1 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Horizons Wealth Management held 87,499 shares of Vanguard Total Bond Market worth $6.44M as of Q1 2026.
  • Horizons Wealth Management bought 1,352 Vanguard Total Bond Market shares in Q1 2026, an estimated $100K.
  • Vanguard Total Bond Market made up 4.23% of Horizons Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Horizons Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's Vanguard Total Bond Market position peaked at $6.81M in Q1 2023.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.