Leo H. Evart Inc’s Vanguard Total Bond Market BND Stock Holding History

Leo H. Evart Inc’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	$7.99M	Buy	+108,494	New	+$8.05M	6.83%	3
2023 Q3	$5.47M	Sell	78,331 -395	-0.5%	-$28.2K	8.39%	4
2023 Q2	$5.72M	Buy	78,726 +1,143	+1%	+$83.7K	7.94%	4
2023 Q1	$5.73M	Buy	77,583 +741	+1%	+$54.2K	8.36%	4
2022 Q4	$5.52M	Sell	76,842 -5,618	-7%	-$402K	8.35%	4
2022 Q3	$5.88M	Buy	82,460 +908	+1%	+$67.9K	8.96%	3
2022 Q2	$6.14M	Buy	81,552 +437	+0.5%	+$33.3K	7.46%	5
2022 Q1	$6.45M	Sell	81,115 -3,210	-4%	-$262K	6.67%	5
2021 Q4	$7.15M	Buy	+84,325	New	+$7.18M	6.96%	5

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

Leo H. Evart Inc's BND Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Total Bond Market (BND) in Q1 2026: 108,494 shares worth $7.99M. The stake represents 6.83% of the portfolio and ranks #3 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in BND as recently as Q3 2023.

Leo H. Evart Inc first reported a position in BND in Q4 2021 and has held it in 9 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Leo H. Evart Inc held 108,494 shares of Vanguard Total Bond Market worth $7.99M as of Q1 2026.
Vanguard Total Bond Market was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Total Bond Market made up 6.83% of Leo H. Evart Inc's portfolio in Q1 2026, its #3 holding.
Leo H. Evart Inc first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 9 quarters since.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.