Lido Advisors
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Lido Advisors’s Vanguard Total Bond Market BND Stock Holding History

Lido 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 		$12.1M Buy
163,977
+4,253
+3% +$316K 0.04% 289
2025
Q4 		$11.9M Buy
159,724
+6,545
+4% +$487K 0.04% 303
2025
Q3 		$11.4M Buy
153,179
+5,024
+3% +$370K 0.04% 292
2025
Q2 		$10.9M Sell
148,155
-14,686
-9% -$1.07M 0.04% 247
2025
Q1 		$12M Sell
162,841
-12,293
-7% -$892K 0.05% 217
2024
Q4 		$12.6M Sell
175,134
-4,489
-2% -$328K 0.06% 192
2024
Q3 		$13.5M Sell
179,623
-25,830
-13% -$1.91M 0.07% 162
2024
Q2 		$14.8M Sell
205,453
-3,879
-2% -$278K 0.08% 130
2024
Q1 		$15.2M Sell
209,332
-25,300
-11% -$1.84M 0.09% 126
2023
Q4 		$17.3M Buy
234,632
+36,008
+18% +$2.54M 0.12% 92
2023
Q3 		$13.9M Sell
198,624
-35,913
-15% -$2.56M 0.11% 110
2023
Q2 		$17M Buy
234,537
+11,598
+5% +$850K 0.12% 93
2023
Q1 		$16.5M Buy
222,939
+94,732
+74% +$6.93M 0.16% 77
2022
Q4 		$9.21M Sell
128,207
-17,649
-12% -$1.26M 0.11% 99
2022
Q3 		$10.4M Buy
145,856
+9,688
+7% +$725K 0.13% 77
2022
Q2 		$10.2M Sell
136,168
-17,641
-11% -$1.34M 0.14% 78
2022
Q1 		$12.2M Sell
153,809
-24,881
-14% -$2.03M 0.14% 82
2021
Q4 		$15.1M Sell
178,690
-8,348
-4% -$711K 0.17% 74
2021
Q3 		$16M Sell
187,038
-1,595
-0.8% -$138K 0.22% 55
2021
Q2 		$16.2M Sell
188,633
-9,622
-5% -$821K 0.23% 53
2021
Q1 		$16.8M Buy
198,255
+7,838
+4% +$676K 0.29% 40
2020
Q4 		$16.8M Buy
190,417
+823
+0.4% +$72.4K 0.35% 33
2020
Q3 		$16.7M Buy
189,594
+2,746
+1% +$243K 0.43% 25
2020
Q2 		$16.5M Buy
186,848
+51,144
+38% +$4.47M 0.5% 22
2020
Q1 		$11.6M Sell
135,704
-4,580
-3% -$389K 0.49% 23
2019
Q4 		$11.8M Sell
140,284
-3,318
-2% -$279K 0.47% 32
2019
Q3 		$12.1M Buy
143,602
+563
+0.4% +$47.2K 0.61% 25
2019
Q2 		$11.9M Sell
143,039
-3,031
-2% -$247K 0.68% 27
2019
Q1 		$11.9M Buy
146,070
+130,262
+824% +$10.4M 0.77% 24
2018
Q4 		$1.25M Buy
15,808
+7,869
+99% +$615K 0.12% 102
2018
Q3 		$624K Buy
7,939
+1,286
+19% +$102K 0.06% 196
2018
Q2 		$526K Buy
6,653
+9
+0.1% +$712 0.06% 193
2018
Q1 		$531K Buy
6,644
+156
+2% +$12.5K 0.07% 174
2017
Q4 		$529K Buy
6,488
+2,666
+70% +$218K 0.08% 143
2017
Q3 		$312K Sell
3,822
-1,036
-21% -$85K 0.05% 203
2017
Q2 		$398K Buy
4,858
+1,079
+29% +$88.1K 0.08% 134
2017
Q1 		$306K Sell
3,779
-592
-14% -$47.9K 0.08% 149
2016
Q4 		$353K Buy
4,371
+1,619
+59% +$133K 0.09% 121
2016
Q3 		$232K Buy
2,752
+32
+1% +$2.69K 0.07% 123
2016
Q2 		$229K Buy
2,720
+3
+0.1% +$249 0.07% 132
2016
Q1 		$225K Buy
+2,717
New +$222K 0.08% 124

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

Lido Advisors's BND Position: Q1 2026 in Review

Lido Advisors increased its Vanguard Total Bond Market (BND) stake by 2.7% in Q1 2026, buying an estimated $316K and bringing the position to 163,977 shares worth $12.1M. The position accounts for 0.04% of the portfolio, ranked #289.

Lido Advisors first reported a position in BND in Q1 2016 and has held it in 41 quarters since. The position peaked at $17.3M in Q4 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Lido Advisors held 163,977 shares of Vanguard Total Bond Market worth $12.1M as of Q1 2026.
  • Lido Advisors bought 4,253 Vanguard Total Bond Market shares in Q1 2026, an estimated $316K.
  • Vanguard Total Bond Market made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #289 holding.
  • Lido Advisors first reported a position in Vanguard Total Bond Market in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's Vanguard Total Bond Market position peaked at $17.3M in Q4 2023.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

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