Lantern Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Lantern Wealth Advisors’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	$4.83M	Buy	65,558 +239	+0.4%	+$17.7K	2.48%	5
2025 Q4	$4.84M	Buy	65,319 +1,583	+2%	+$118K	2.57%	7
2025 Q3	$4.74M	Sell	63,736 -2,647	-4%	-$195K	2.51%	8
2025 Q2	$4.89M	Buy	+66,383	New	+$4.83M	2.91%	5
2024 Q4	$4.21M	Buy	58,564 +4,076	+7%	+$298K	2.73%	6
2024 Q3	$4.09M	Buy	54,488 +385	+0.7%	+$28.5K	2.84%	6
2024 Q2	$3.9M	Buy	54,103 +846	+2%	+$60.6K	2.83%	6
2024 Q1	$3.87M	Buy	53,257 +995	+2%	+$72.2K	2.72%	6
2023 Q4	$3.84M	Buy	+52,262	New	+$3.69M	3.01%	6

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

Lantern Wealth Advisors's BND Position: Q1 2026 in Review

Lantern Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 0.37% in Q1 2026, buying an estimated $17.7K and bringing the position to 65,558 shares worth $4.83M. The position accounts for 2.48% of the portfolio, ranked #5.

Lantern Wealth Advisors first reported a position in BND in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.89M in Q2 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Lantern Wealth Advisors held 65,558 shares of Vanguard Total Bond Market worth $4.83M as of Q1 2026.
Lantern Wealth Advisors bought 239 Vanguard Total Bond Market shares in Q1 2026, an estimated $17.7K.
Vanguard Total Bond Market made up 2.48% of Lantern Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Lantern Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 9 quarters since.
Lantern Wealth Advisors's Vanguard Total Bond Market position peaked at $4.89M in Q2 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.