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

Insight 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	–	Sell	-3,249	Closed	-$241K	–	124
2025 Q4	$241K	Sell	3,249 -186	-5%	-$13.8K	0.03%	104
2025 Q3	$255K	Sell	3,435 -638	-16%	-$47K	0.08%	102
2025 Q2	$300K	Sell	4,073 -1,714	-30%	-$125K	0.12%	87
2025 Q1	$425K	Buy	+5,787	New	+$420K	0.07%	77
2024 Q3	–	Sell	-10,969	Closed	-$790K	–	101
2024 Q2	$790K	Buy	10,969 +1,422	+15%	+$102K	0.14%	43
2024 Q1	$693K	Buy	+9,547	New	+$693K	0.12%	48
2022 Q4	–	Sell	-3,071	Closed	-$219K	–	61
2022 Q3	$219K	Buy	3,071 +9	+0.3%	+$673	0.21%	54
2022 Q2	$230K	Sell	3,062 -664	-18%	-$50.5K	0.17%	53
2022 Q1	$296K	Buy	3,726 +84	+2%	+$6.86K	0.16%	60
2021 Q4	$309K	Buy	3,642 +1,004	+38%	+$85.5K	0.06%	63
2021 Q3	$225K	Buy	2,638 +5	+0.2%	+$432	0.12%	54
2021 Q2	$226K	Buy	+2,633	New	+$225K	0.12%	53

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

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

Insight Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 3,249 shares — an estimated $241K sold.

Insight Wealth Partners first reported a position in BND in Q2 2021 and held it in 12 quarters. The position peaked at $790K in Q2 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Insight Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Insight Wealth Partners sold 3,249 Vanguard Total Bond Market shares in Q1 2026, an estimated $241K.
Insight Wealth Partners first reported a position in Vanguard Total Bond Market in Q2 2021 and held it in 12 quarters.
Insight Wealth Partners's Vanguard Total Bond Market position peaked at $790K in Q2 2024.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.