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

Insigneo Advisory Services’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	$601K	Sell	8,165 -652	-7%	-$48.4K	0.04%	329
2025 Q4	$653K	Sell	8,817 -6,773	-43%	-$504K	0.05%	297
2025 Q3	$1.16M	Buy	15,590 +6,189	+66%	+$456K	0.08%	194
2025 Q2	$692K	Sell	9,401 -1,561	-14%	-$114K	0.06%	256
2025 Q1	$805K	Sell	10,962 -14,247	-57%	-$1.03M	0.08%	200
2024 Q4	$1.81M	Sell	25,209 -1,844	-7%	-$135K	0.19%	97
2024 Q3	$2.03M	Buy	27,053 +2,613	+11%	+$193K	0.2%	104
2024 Q2	$1.82M	Buy	+24,440	New	+$1.75M	0.2%	98

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

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

Insigneo Advisory Services reduced its Vanguard Total Bond Market (BND) stake by 7.4% in Q1 2026, selling an estimated $48.4K and leaving 8,165 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #329.

Insigneo Advisory Services first reported a position in BND in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Insigneo Advisory Services held 8,165 shares of Vanguard Total Bond Market worth $601K as of Q1 2026.
Insigneo Advisory Services sold 652 Vanguard Total Bond Market shares in Q1 2026, an estimated $48.4K.
Vanguard Total Bond Market made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #329 holding.
Insigneo Advisory Services first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's Vanguard Total Bond Market position peaked at $2.03M in Q3 2024.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.