JMG Financial Group’s Vanguard Total Bond Market BND Stock Holding History

JMG Financial 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	$814K	Buy	11,056 +65	+0.6%	+$4.82K	0.02%	78
2025 Q4	$814K	Buy	10,991 +110	+1%	+$8.19K	0.02%	77
2025 Q3	$809K	Buy	10,881 +6	+0.1%	+$442	0.02%	75
2025 Q2	$801K	Buy	10,875 +16	+0.1%	+$1.16K	0.02%	75
2025 Q1	$798K	Buy	10,859 +4,971	+84%	+$361K	0.03%	75
2024 Q4	$423K	Buy	5,888 +54	+0.9%	+$3.95K	0.01%	91
2024 Q3	$438K	Sell	5,834 -38	-0.6%	-$2.81K	0.02%	90
2024 Q2	$423K	Sell	5,872 -11	-0.2%	-$788	0.02%	88
2024 Q1	$427K	Buy	5,883 +80	+1%	+$5.81K	0.02%	88
2023 Q4	$427K	Buy	5,803 +65	+1%	+$4.59K	0.02%	89
2023 Q3	$400K	Hold	5,738	–	–	0.02%	85
2023 Q2	$417K	Buy	5,738 +383	+7%	+$28.1K	0.02%	83
2023 Q1	$395K	Buy	5,355 +27	+0.5%	+$1.98K	0.02%	83
2022 Q4	$383K	Sell	5,328 -4,729	-47%	-$339K	0.02%	80
2022 Q3	$717K	Sell	10,057 -17,813	-64%	-$1.33M	0.05%	56
2022 Q2	$2.1M	Sell	27,870 -2,685	-9%	-$204K	0.13%	39
2022 Q1	$2.43M	Hold	30,555	–	–	0.12%	41
2021 Q4	$2.59M	Sell	30,555 -835	-3%	-$71.1K	0.13%	39
2021 Q3	$2.68M	Buy	31,390 +210	+0.7%	+$18.1K	0.15%	36
2021 Q2	$2.68M	Sell	31,180 -73	-0.2%	-$6.23K	0.15%	37
2021 Q1	$2.65M	Sell	31,253 -2,405	-7%	-$207K	0.16%	37
2020 Q4	$2.97M	Sell	33,658 -8,668	-20%	-$763K	0.2%	36
2020 Q3	$3.73M	Buy	42,326 +1,218	+3%	+$108K	0.3%	29
2020 Q2	$3.63M	Buy	41,108 +2,379	+6%	+$208K	0.32%	29
2020 Q1	$3.31M	Sell	38,729 -4,842	-11%	-$411K	0.35%	29
2019 Q4	$3.65M	Hold	43,571	–	–	0.36%	33
2019 Q3	$3.68M	Buy	43,571 +18,642	+75%	+$1.56M	0.39%	33
2019 Q2	$2.07M	Hold	24,929	–	–	0.22%	40
2019 Q1	$2.02M	Buy	24,929 +11,706	+89%	+$935K	0.24%	39
2018 Q4	$1.05M	Buy	13,223 +8,203	+163%	+$641K	0.12%	46
2018 Q3	$395K	Hold	5,020	–	–	0.04%	54
2018 Q2	$398K	Hold	5,020	–	–	0.04%	55
2018 Q1	$401K	Hold	5,020	–	–	0.05%	54
2017 Q4	$409K	Hold	5,020	–	–	0.05%	55
2017 Q3	$411K	Buy	5,020 +1,575	+46%	+$129K	0.05%	49
2017 Q2	$282K	Hold	3,445	–	–	0.04%	51
2017 Q1	$279K	Buy	+3,445	New	+$279K	0.04%	52

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

JMG Financial Group's BND Position: Q1 2026 in Review

JMG Financial Group increased its Vanguard Total Bond Market (BND) stake by 0.59% in Q1 2026, buying an estimated $4.82K and bringing the position to 11,056 shares worth $814K. The position accounts for 0.02% of the portfolio, ranked #78.

JMG Financial Group first reported a position in BND in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.73M in Q3 2020. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

JMG Financial Group held 11,056 shares of Vanguard Total Bond Market worth $814K as of Q1 2026.
JMG Financial Group bought 65 Vanguard Total Bond Market shares in Q1 2026, an estimated $4.82K.
Vanguard Total Bond Market made up 0.02% of JMG Financial Group's portfolio in Q1 2026, its #78 holding.
JMG Financial Group first reported a position in Vanguard Total Bond Market in Q1 2017 and has held it in 37 quarters since.
JMG Financial Group's Vanguard Total Bond Market position peaked at $3.73M in Q3 2020.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.