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

Lifeworks 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 		$810K Buy
10,993
+967
+10% +$71.7K 0.1% 144
2025
Q4 		$743K Buy
10,026
+1,856
+23% +$138K 0.1% 164
2025
Q3 		$608K Sell
8,170
-985
-11% -$72.5K 0.08% 184
2025
Q2 		$674K Buy
9,155
+104
+1% +$7.56K 0.1% 163
2025
Q1 		$665K Sell
9,051
-2,487
-22% -$180K 0.11% 157
2024
Q4 		$830K Buy
11,538
+543
+5% +$39.7K 0.15% 128
2024
Q3 		$826K Sell
10,995
-165
-1% -$12.2K 0.16% 130
2024
Q2 		$804K Sell
11,160
-10,571
-49% -$757K 0.22% 100
2024
Q1 		$1.58M Buy
21,731
+6,248
+40% +$453K 0.44% 70
2023
Q4 		$1.14M Buy
15,483
+4,359
+39% +$308K 0.39% 77
2023
Q3 		$776K Buy
+11,124
New +$794K 0.3% 91

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

Lifeworks Advisors's BND Position: Q1 2026 in Review

Lifeworks Advisors increased its Vanguard Total Bond Market (BND) stake by 9.6% in Q1 2026, buying an estimated $71.7K and bringing the position to 10,993 shares worth $810K. The position accounts for 0.1% of the portfolio, ranked #144.

Lifeworks Advisors first reported a position in BND in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q1 2024. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Lifeworks Advisors held 10,993 shares of Vanguard Total Bond Market worth $810K as of Q1 2026.
  • Lifeworks Advisors bought 967 Vanguard Total Bond Market shares in Q1 2026, an estimated $71.7K.
  • Vanguard Total Bond Market made up 0.1% of Lifeworks Advisors's portfolio in Q1 2026, its #144 holding.
  • Lifeworks Advisors first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 11 quarters since.
  • Lifeworks Advisors's Vanguard Total Bond Market position peaked at $1.58M in Q1 2024.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.