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IAG Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

IAG Wealth Partners’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 		$11K Buy
149
+26
+21% +$1.93K ﹤0.01% 372
2025
Q4 		$9.11K Hold
123
– – ﹤0.01% 366
2025
Q3 		$9.15K Hold
123
– – ﹤0.01% 385
2025
Q2 		$9.06K Hold
123
– – ﹤0.01% 354
2025
Q1 		$9.03K Buy
123
+5
+4% +$363 ﹤0.01% 349
2024
Q4 		$8.48K Hold
118
– – ﹤0.01% 366
2024
Q3 		$8.86K Hold
118
– – ﹤0.01% 358
2024
Q2 		$8.5K Hold
118
– – ﹤0.01% 347
2024
Q1 		$8.57K Hold
118
– – ﹤0.01% 335
2023
Q4 		$8.68K Hold
118
– – ﹤0.01% 323
2023
Q3 		$8.23K Sell
118
-1,807
-94% -$129K ﹤0.01% 323
2023
Q2 		$140K Buy
1,925
+1,775
+1,183% +$130K 0.04% 104
2023
Q1 		$11.1K Hold
150
– – ﹤0.01% 300
2022
Q4 		$10.8K Buy
150
+32
+27% +$2.29K ﹤0.01% 277
2022
Q3 		$8K Hold
118
– – ﹤0.01% 289
2022
Q2 		$9K Hold
118
– – ﹤0.01% 282
2022
Q1 		$9K Buy
118
+7
+6% +$572 ﹤0.01% 306
2021
Q4 		$9K Hold
111
– – ﹤0.01% 309
2021
Q3 		$10K Hold
111
– – ﹤0.01% 266
2021
Q2 		$10K Sell
111
-33
-23% -$2.81K ﹤0.01% 260
2021
Q1 		$13K Buy
144
+11
+8% +$949 0.01% 225
2020
Q4 		$12K Sell
133
-1,326
-91% -$117K ﹤0.01% 221
2020
Q3 		$129K Hold
1,459
– – 0.06% 64
2020
Q2 		$129K Hold
1,459
– – 0.06% 62
2020
Q1 		$125K Sell
1,459
-64
-4% -$5.44K 0.08% 58
2019
Q4 		$128K Buy
+1,523
New +$128K 0.08% 58

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

IAG Wealth Partners's BND Position: Q1 2026 in Review

IAG Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 21% in Q1 2026, buying an estimated $1.93K and bringing the position to 149 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

IAG Wealth Partners first reported a position in BND in Q4 2019 and has held it in 26 quarters since. The position peaked at $140K in Q2 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • IAG Wealth Partners held 149 shares of Vanguard Total Bond Market worth $11K as of Q1 2026.
  • IAG Wealth Partners bought 26 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.93K.
  • Vanguard Total Bond Market made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #372 holding.
  • IAG Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Vanguard Total Bond Market position peaked at $140K in Q2 2023.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.