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Leo Wealth LLC’s Vanguard Total Bond Market BND Stock Holding History

Leo Wealth LLC’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 		$1.86M Buy
25,250
+1,751
+7% +$130K 0.14% 128
2025
Q4 		$1.74M Buy
23,499
+12,429
+112% +$925K 0.13% 130
2025
Q3 		$823K Sell
11,070
-9,825
-47% -$723K 0.11% 139
2025
Q2 		$1.54M Buy
20,895
+7,855
+60% +$571K 0.12% 136
2025
Q1 		$958K Sell
13,040
-57
-0.4% -$4.14K 0.14% 129
2024
Q4 		$942K Buy
13,097
+857
+7% +$62.7K 0.08% 162
2024
Q3 		$919K Buy
12,240
+2,057
+20% +$152K 0.08% 162
2024
Q2 		$728K Buy
10,183
+384
+4% +$27.5K 0.07% 178
2024
Q1 		$706K Buy
9,799
+36
+0.4% +$2.61K 0.07% 180
2023
Q4 		$712K Buy
+9,763
New +$689K 0.07% 166

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

Leo Wealth LLC's BND Position: Q1 2026 in Review

Leo Wealth LLC increased its Vanguard Total Bond Market (BND) stake by 7.5% in Q1 2026, buying an estimated $130K and bringing the position to 25,250 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #128.

Leo Wealth LLC first reported a position in BND in Q4 2023 and has held it in 10 quarters since. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Leo Wealth LLC held 25,250 shares of Vanguard Total Bond Market worth $1.86M as of Q1 2026.
  • Leo Wealth LLC bought 1,751 Vanguard Total Bond Market shares in Q1 2026, an estimated $130K.
  • Vanguard Total Bond Market made up 0.14% of Leo Wealth LLC's portfolio in Q1 2026, its #128 holding.
  • Leo Wealth LLC first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.