IFS Advisors’s Vanguard Total Bond Market BND Stock Holding History

IFS 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	$5.77M	Buy	78,303 +1,837	+2%	+$136K	2.97%	12
2025 Q4	$5.66M	Sell	76,466 -15,135	-17%	-$1.13M	2.94%	12
2025 Q3	$6.81M	Buy	+91,601	New	+$6.74M	3.99%	9
2022 Q1	–	Sell	-50,787	Closed	-$4.3M	–	113
2021 Q4	$4.3M	Sell	50,787 -5,202	-9%	-$443K	3.02%	12
2021 Q3	$4.78M	Sell	55,989 -65,997	-54%	-$5.7M	3.07%	12
2021 Q2	$10.5M	Buy	121,986 +7,935	+7%	+$677K	7.04%	6
2021 Q1	$9.66M	Sell	114,051 -5,339	-4%	-$460K	7.56%	4
2020 Q4	$10.5M	Buy	+119,390	New	+$10.5M	8.06%	4

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

IFS Advisors's BND Position: Q1 2026 in Review

IFS Advisors increased its Vanguard Total Bond Market (BND) stake by 2.4% in Q1 2026, buying an estimated $136K and bringing the position to 78,303 shares worth $5.77M. The position accounts for 2.97% of the portfolio, ranked #12.

IFS Advisors first reported a position in BND in Q4 2020 and has held it in 8 quarters since. The position peaked at $10.5M in Q4 2020. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

IFS Advisors held 78,303 shares of Vanguard Total Bond Market worth $5.77M as of Q1 2026.
IFS Advisors bought 1,837 Vanguard Total Bond Market shares in Q1 2026, an estimated $136K.
Vanguard Total Bond Market made up 2.97% of IFS Advisors's portfolio in Q1 2026, its #12 holding.
IFS Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 8 quarters since.
IFS Advisors's Vanguard Total Bond Market position peaked at $10.5M in Q4 2020.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.