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

IHT 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 		$1.03M Sell
14,008
-3,957
-22% -$294K 0.02% 559
2025
Q4 		$1.33M Sell
17,965
-442
-2% -$32.9K 0.03% 459
2025
Q3 		$1.37M Buy
18,407
+8,684
+89% +$639K 0.03% 442
2025
Q2 		$716K Sell
9,723
-12,565
-56% -$914K 0.02% 593
2025
Q1 		$1.64M Sell
22,288
-13,621
-38% -$989K 0.05% 332
2024
Q4 		$2.58M Sell
35,909
-17,623
-33% -$1.29M 0.08% 224
2024
Q3 		$4.02M Buy
53,532
+29,669
+124% +$2.2M 0.11% 188
2024
Q2 		$1.72M Buy
23,863
+9,171
+62% +$657K 0.06% 283
2024
Q1 		$1.07M Sell
14,692
-7,975
-35% -$579K 0.04% 399
2023
Q4 		$1.67M Sell
22,667
-1,785
-7% -$126K 0.07% 256
2023
Q3 		$1.71M Buy
24,452
+174
+0.7% +$12.4K 0.09% 219
2023
Q2 		$1.76M Buy
24,278
+12,316
+103% +$902K 0.09% 207
2023
Q1 		$883K Buy
11,962
+1,644
+16% +$120K 0.05% 337
2022
Q4 		$14.3M Sell
10,318
-606
-6% -$43.4K 0.9% 16
2022
Q3 		$779K Buy
10,924
+1,087
+11% +$81.3K 0.06% 338
2022
Q2 		$740K Sell
9,837
-683
-6% -$52K 0.07% 290
2022
Q1 		$837K Buy
10,520
+658
+7% +$53.8K 0.06% 286
2021
Q4 		$836K Buy
9,862
+270
+3% +$23K 0.06% 303
2021
Q3 		$820K Sell
9,592
-27,818
-74% -$2.4M 0.07% 292
2021
Q2 		$3.21M Buy
37,410
+1,501
+4% +$128K 0.2% 107
2021
Q1 		$3.04M Sell
35,909
-2,356
-6% -$203K 0.22% 100
2020
Q4 		$3.38M Buy
38,265
+1,594
+4% +$140K 0.28% 80
2020
Q3 		$3.23M Buy
36,671
+3,044
+9% +$270K 0.32% 69
2020
Q2 		$2.97M Sell
33,627
-10,594
-24% -$926K 0.41% 52
2020
Q1 		$3.77M Buy
44,221
+7,391
+20% +$628K 0.54% 37
2019
Q4 		$3.09M Sell
36,830
-2,796
-7% -$235K 0.37% 60
2019
Q3 		$3.35M Buy
39,626
+30,675
+343% +$2.57M 0.46% 47
2019
Q2 		$744K Buy
8,951
+1,198
+15% +$97.6K 0.11% 216
2019
Q1 		$629K Sell
7,753
-20,340
-72% -$1.62M 0.1% 226
2018
Q4 		$2.23M Buy
28,093
+1,945
+7% +$152K 0.43% 56
2018
Q3 		$2.06M Buy
26,148
+11,030
+73% +$872K 0.45% 54
2018
Q2 		$1.2M Buy
15,118
+11,641
+335% +$920K 0.31% 90
2018
Q1 		$277K Buy
3,477
+45
+1% +$3.6K 0.07% 291
2017
Q4 		$279K Buy
3,432
+493
+17% +$40.3K 0.07% 294
2017
Q3 		$240K Buy
2,939
+161
+6% +$13.2K 0.1% 219
2017
Q2 		$34 Buy
2,778
+598
+27% +$48.8K 0.02% 623
2017
Q1 		$177K Sell
2,180
-210
-9% -$17K 0.12% 196
2016
Q4 		$193K Buy
+2,390
New +$196K 0.15% 162

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

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

IHT Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 22% in Q1 2026, selling an estimated $294K and leaving 14,008 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #559.

IHT Wealth Management first reported a position in BND in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.3M in Q4 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • IHT Wealth Management held 14,008 shares of Vanguard Total Bond Market worth $1.03M as of Q1 2026.
  • IHT Wealth Management sold 3,957 Vanguard Total Bond Market shares in Q1 2026, an estimated $294K.
  • Vanguard Total Bond Market made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #559 holding.
  • IHT Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Vanguard Total Bond Market position peaked at $14.3M in Q4 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.