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Joel Adams & Associates’s Vanguard Total Bond Market BND Stock Holding History

Joel Adams & Associates’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 		$1.78M Buy
24,201
+1,430
+6% +$106K 1.32% 17
2025
Q4 		$1.69M Sell
22,771
-50
-0.2% -$3.72K 1.27% 16
2025
Q3 		$1.7M Buy
22,821
+124
+0.5% +$9.13K 1.37% 15
2025
Q2 		$1.67M Buy
22,697
+960
+4% +$69.8K 1.48% 13
2025
Q1 		$1.6M Buy
21,737
+1,443
+7% +$105K 1.44% 13
2024
Q4 		$1.46M Buy
+20,294
New +$1.48M 1.33% 13

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Joel Adams & Associates's BND Position: Q1 2026 in Review

Joel Adams & Associates increased its Vanguard Total Bond Market (BND) stake by 6.3% in Q1 2026, buying an estimated $106K and bringing the position to 24,201 shares worth $1.78M. The position accounts for 1.32% of the portfolio, ranked #17.

Joel Adams & Associates first reported a position in BND in Q4 2024 and has held it in 6 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Joel Adams & Associates held 24,201 shares of Vanguard Total Bond Market worth $1.78M as of Q1 2026.
  • Joel Adams & Associates bought 1,430 Vanguard Total Bond Market shares in Q1 2026, an estimated $106K.
  • Vanguard Total Bond Market made up 1.32% of Joel Adams & Associates's portfolio in Q1 2026, its #17 holding.
  • Joel Adams & Associates first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.