Investment Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Investment Advisory Group’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	$2.45M	Buy	33,305 +2,022	+6%	+$150K	0.62%	40
2025 Q4	$2.32M	Buy	31,283 +1,306	+4%	+$97.2K	0.6%	43
2025 Q3	$2.23M	Buy	29,977 +1,290	+4%	+$95K	0.61%	43
2025 Q2	$2.11M	Buy	28,687 +3,157	+12%	+$230K	0.64%	41
2025 Q1	$1.88M	Buy	25,530 +660	+3%	+$47.9K	0.63%	39
2024 Q4	$1.79M	Buy	24,870 +6,373	+34%	+$466K	0.6%	44
2024 Q3	$1.39M	Buy	18,497 +2,632	+17%	+$195K	0.48%	51
2024 Q2	$1.14M	Buy	15,865 +312	+2%	+$22.3K	0.44%	53
2024 Q1	$1.13M	Buy	15,553 +1,638	+12%	+$119K	0.47%	47
2023 Q4	$1.02M	Buy	13,915 +4,123	+42%	+$291K	0.47%	48
2023 Q3	$683K	Buy	9,792 +1,582	+19%	+$113K	0.36%	57
2023 Q2	$597K	Buy	8,210 +434	+6%	+$31.8K	0.31%	64
2023 Q1	$574K	Buy	7,776 +502	+7%	+$36.7K	0.33%	66
2022 Q4	$523K	Sell	7,274 -151	-2%	-$10.8K	0.32%	66
2022 Q3	$530K	Buy	7,425 +375	+5%	+$28.1K	0.37%	57
2022 Q2	$529K	Buy	7,050 +1,248	+22%	+$95K	0.36%	58
2022 Q1	$462K	Hold	5,802	–	–	0.28%	74
2021 Q4	$471K	Buy	+5,802	New	+$494K	0.3%	66

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

Investment Advisory Group's BND Position: Q1 2026 in Review

Investment Advisory Group increased its Vanguard Total Bond Market (BND) stake by 6.5% in Q1 2026, buying an estimated $150K and bringing the position to 33,305 shares worth $2.45M. The position accounts for 0.62% of the portfolio, ranked #40.

Investment Advisory Group first reported a position in BND in Q4 2021 and has held it in 18 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Investment Advisory Group held 33,305 shares of Vanguard Total Bond Market worth $2.45M as of Q1 2026.
Investment Advisory Group bought 2,022 Vanguard Total Bond Market shares in Q1 2026, an estimated $150K.
Vanguard Total Bond Market made up 0.62% of Investment Advisory Group's portfolio in Q1 2026, its #40 holding.
Investment Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.