IMA Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.3M Buy
248,875
+6,085
+3% +$451K 1.79% 14
2025
Q4
$18M Buy
242,790
+24,186
+11% +$1.8M 1.73% 14
2025
Q3
$16.3M Buy
218,604
+8,491
+4% +$625K 1.64% 15
2025
Q2
$15.5M Buy
210,113
+8,959
+4% +$652K 1.66% 14
2025
Q1
$14.8M Buy
201,154
+15,502
+8% +$1.13M 1.75% 13
2024
Q4
$13.4M Buy
185,652
+4,299
+2% +$314K 1.61% 9
2024
Q3
$13.6M Buy
+181,353
New +$13.4M 2.96% 3
2023
Q4
Sell
-158,763
Closed -$11.1M 88
2023
Q3
$11.1M Buy
158,763
+6,452
+4% +$461K 2.86% 6
2023
Q2
$11.1M Buy
+152,311
New +$11.2M 2.84% 5
2019
Q2
Sell
-62
Closed -$5K 280
2019
Q1
$5K Buy
+62
New +$4.95K ﹤0.01% 230

Other funds holding BND

IMA Advisory Services's BND Position: Q1 2026 in Review

IMA Advisory Services increased its Vanguard Total Bond Market (BND) stake by 2.5% in Q1 2026, buying an estimated $451K and bringing the position to 248,875 shares worth $18.3M. The position accounts for 1.79% of the portfolio, ranked #14.

IMA Advisory Services first reported a position in BND in Q1 2019 and has held it in 10 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • IMA Advisory Services held 248,875 shares of Vanguard Total Bond Market worth $18.3M as of Q1 2026.
  • IMA Advisory Services bought 6,085 Vanguard Total Bond Market shares in Q1 2026, an estimated $451K.
  • Vanguard Total Bond Market made up 1.79% of IMA Advisory Services's portfolio in Q1 2026, its #14 holding.
  • IMA Advisory Services first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 10 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.