Lowery Thomas LLC’s Vanguard Total Bond Market BND Stock Holding History

Lowery Thomas 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	$4.89M	Buy	66,393 +3,842	+6%	+$285K	2.8%	11
2025 Q4	$4.63M	Buy	62,551 +8,074	+15%	+$601K	2.62%	11
2025 Q3	$4.05M	Buy	54,477 +7,112	+15%	+$524K	2.34%	13
2025 Q2	$3.49M	Buy	47,365 +3,243	+7%	+$236K	2.23%	13
2025 Q1	$3.24M	Sell	44,122 -5,792	-12%	-$420K	2.22%	14
2024 Q4	$3.59M	Buy	49,914 +11,096	+29%	+$811K	2.34%	13
2024 Q3	$2.92M	Buy	+38,818	New	+$2.87M	1.98%	16
2022 Q2	–	Sell	-29,736	Closed	-$2.37M	–	46
2022 Q1	$2.37M	Sell	29,736 -5,195	-15%	-$424K	1.84%	22
2021 Q4	$2.96M	Buy	+34,931	New	+$2.98M	2.04%	20

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

Lowery Thomas LLC's BND Position: Q1 2026 in Review

Lowery Thomas LLC increased its Vanguard Total Bond Market (BND) stake by 6.1% in Q1 2026, buying an estimated $285K and bringing the position to 66,393 shares worth $4.89M. The position accounts for 2.8% of the portfolio, ranked #11.

Lowery Thomas LLC first reported a position in BND in Q4 2021 and has held it in 9 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Lowery Thomas LLC held 66,393 shares of Vanguard Total Bond Market worth $4.89M as of Q1 2026.
Lowery Thomas LLC bought 3,842 Vanguard Total Bond Market shares in Q1 2026, an estimated $285K.
Vanguard Total Bond Market made up 2.8% of Lowery Thomas LLC's portfolio in Q1 2026, its #11 holding.
Lowery Thomas LLC first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 9 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.