Lodestar Private Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Lodestar Private Asset Management’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	$583K	Sell	7,916 -1,364	-15%	-$101K	0.06%	144
2025 Q4	$687K	Buy	9,280 +650	+8%	+$48.4K	0.07%	130
2025 Q3	$642K	Buy	8,630 +3,298	+62%	+$243K	0.07%	135
2025 Q2	$393K	Sell	5,332 -140	-3%	-$10.2K	0.05%	163
2025 Q1	$402K	Sell	5,472 -118	-2%	-$8.56K	0.05%	155
2024 Q4	$402K	Sell	5,590 -808	-13%	-$59.1K	0.05%	153
2024 Q3	$481K	Sell	6,398 -1,134	-15%	-$83.9K	0.06%	140
2024 Q2	$543K	Buy	+7,532	New	+$539K	0.07%	130
2023 Q4	–	Sell	-3,209	Closed	-$224K	–	207
2023 Q3	$224K	Buy	3,209 +207	+7%	+$14.8K	0.04%	181
2023 Q2	$218K	Buy	+3,002	New	+$220K	0.04%	187

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

Lodestar Private Asset Management's BND Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Vanguard Total Bond Market (BND) stake by 15% in Q1 2026, selling an estimated $101K and leaving 7,916 shares worth $583K. The position accounts for 0.06% of the portfolio, ranked #144.

Lodestar Private Asset Management first reported a position in BND in Q2 2023 and has held it in 10 quarters since. The position peaked at $687K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Lodestar Private Asset Management held 7,916 shares of Vanguard Total Bond Market worth $583K as of Q1 2026.
Lodestar Private Asset Management sold 1,364 Vanguard Total Bond Market shares in Q1 2026, an estimated $101K.
Vanguard Total Bond Market made up 0.06% of Lodestar Private Asset Management's portfolio in Q1 2026, its #144 holding.
Lodestar Private Asset Management first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 10 quarters since.
Lodestar Private Asset Management's Vanguard Total Bond Market position peaked at $687K in Q4 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.