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Laurel Wealth Advisors (North Carolina)’s Vanguard Total Bond Market BND Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-1,997
Closed -$148K – 253
2025
Q4 		$148K Buy
+1,997
New +$149K 0.02% 207
2025
Q2 		– Sell
-1,997
Closed -$147K – 252
2025
Q1 		$147K Sell
1,997
-150
-7% -$10.9K 0.02% 199
2024
Q4 		$154K Sell
2,147
-112
-5% -$8.19K 0.02% 194
2024
Q3 		$170K Buy
2,259
+6
+0.3% +$444 0.03% 190
2024
Q2 		$162K Hold
2,253
– – 0.03% 188
2024
Q1 		$164K Hold
2,253
– – 0.03% 194
2023
Q4 		$166K Buy
2,253
+1,303
+137% +$92K 0.03% 181
2023
Q3 		$66.3K Sell
950
-151
-14% -$10.8K 0.01% 255
2023
Q2 		$80K Hold
1,101
– – 0.02% 249
2023
Q1 		$81.3K Buy
1,101
+201
+22% +$14.7K 0.02% 244
2022
Q4 		$64.7K Hold
900
– – 0.01% 242
2022
Q3 		$64K Sell
900
-35
-4% -$2.62K 0.02% 240
2022
Q2 		$70K Sell
935
-1,670
-64% -$127K 0.02% 232
2022
Q1 		$207K Sell
2,605
-3,021
-54% -$247K 0.04% 167
2021
Q4 		$477K Sell
5,626
-1,251
-18% -$107K 0.1% 123
2021
Q3 		$588K Buy
6,877
+1,066
+18% +$92K 0.13% 113
2021
Q2 		$499K Sell
5,811
-600
-9% -$51.2K 0.11% 119
2021
Q1 		$543K Buy
6,411
+100
+2% +$8.62K 0.13% 112
2020
Q4 		$557K Sell
6,311
-200
-3% -$17.6K 0.14% 107
2020
Q3 		$574K Sell
6,511
-50
-0.8% -$4.43K 0.17% 94
2020
Q2 		$580K Hold
6,561
– – 0.19% 90
2020
Q1 		$560K Buy
6,561
+900
+16% +$76.5K 0.21% 84
2019
Q4 		$475K Sell
5,661
-50
-0.9% -$4.2K 0.15% 108
2019
Q3 		$482K Sell
5,711
-225
-4% -$18.9K 0.16% 104
2019
Q2 		$493K Hold
5,936
– – 0.17% 103
2019
Q1 		$482K Sell
5,936
-380
-6% -$30.3K 0.18% 100
2018
Q4 		$500K Buy
+6,316
New +$494K 0.2% 95

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BND Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 1,997 shares — an estimated $148K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BND in Q4 2018 and held it in 27 quarters. The position peaked at $588K in Q3 2021. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,997 Vanguard Total Bond Market shares in Q1 2026, an estimated $148K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Total Bond Market position peaked at $588K in Q3 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.