M Holdings Securities’s Vanguard Total Bond Market BND Stock Holding History

M Holdings Securities’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	$4.33M	Buy	59,061 +14,691	+33%	+$1.09M	0.29%	66
2025 Q4	$3.29M	Buy	+44,370	New	+$3.3M	0.24%	82
2025 Q2	–	Sell	-15,709	Closed	-$1.15M	–	159
2025 Q1	$1.15M	Buy	15,709 +1,753	+13%	+$127K	0.19%	82
2024 Q4	$1M	Buy	+13,956	New	+$1.02M	0.16%	85
2024 Q2	–	Sell	-17,274	Closed	-$1.25M	–	311
2024 Q1	$1.25M	Sell	17,274 -11,693	-40%	-$849K	0.21%	70
2023 Q4	$2.13M	Sell	28,967 -365	-1%	-$25.8K	0.24%	77
2023 Q3	$2.05M	Buy	+29,332	New	+$2.09M	0.27%	69
2023 Q1	–	Sell	-27,386	Closed	-$2M	–	479
2022 Q4	$1.97M	Buy	27,386 +7,300	+36%	+$523K	0.21%	95
2022 Q3	$1.43M	Sell	20,086 -2,580	-11%	-$193K	0.16%	118
2022 Q2	$1.71M	Sell	22,666 -2,857	-11%	-$217K	0.17%	105
2022 Q1	$2.03M	Buy	+25,523	New	+$2.08M	0.15%	104
2021 Q2	$2.37M	Buy	27,614 +2,005	+8%	+$171K	0.23%	95
2021 Q1	$2.17M	Buy	25,609 +1,674	+7%	+$144K	0.2%	110
2020 Q4	$2.11M	Buy	23,935 +1,441	+6%	+$127K	0.27%	79
2020 Q3	$1.98M	Sell	22,494 -1,291	-5%	-$114K	0.32%	73
2020 Q2	$2.1M	Buy	23,785 +1,515	+7%	+$132K	0.38%	68
2020 Q1	$1.9M	Sell	22,270 -1,010	-4%	-$85.8K	0.28%	93
2019 Q4	$1.95M	Buy	23,280 +1,979	+9%	+$166K	0.57%	56
2019 Q3	$1.8M	Sell	21,301 -984	-4%	-$82.5K	0.55%	57
2019 Q2	$1.85M	Buy	22,285 +3,809	+21%	+$310K	0.63%	52
2019 Q1	$1.5M	Buy	18,476 +3,685	+25%	+$294K	0.35%	77
2018 Q4	$1.17M	Sell	14,791 -709	-5%	-$55.4K	0.36%	71
2018 Q3	$1.22M	Sell	15,500 -37,325	-71%	-$2.95M	0.32%	80
2018 Q2	$4.18M	Buy	52,825 +15,894	+43%	+$1.26M	1.15%	11
2018 Q1	$2.95M	Sell	36,931 -1,809	-5%	-$145K	0.9%	21
2017 Q4	$3.16M	Buy	38,740 +3,137	+9%	+$256K	0.95%	16
2017 Q3	$2.92M	Buy	35,603 +11,546	+48%	+$947K	0.92%	20
2017 Q2	$1.97M	Buy	24,057 +12,997	+118%	+$1.06M	0.67%	35
2017 Q1	$897K	Sell	11,060 -218	-2%	-$17.6K	0.35%	84
2016 Q4	$911K	Buy	11,278 +3,067	+37%	+$251K	0.32%	82
2016 Q3	$691K	Buy	8,211 +2,320	+39%	+$195K	0.31%	90
2016 Q2	$497K	Buy	5,891 +876	+17%	+$72.8K	0.25%	115
2016 Q1	$415K	Buy	5,015 +782	+18%	+$64K	0.25%	117
2015 Q4	$342K	Sell	4,233 -337	-7%	-$27.4K	0.23%	133
2015 Q3	$374K	Sell	4,570 -359	-7%	-$29.3K	0.27%	115
2015 Q2	$401K	Sell	4,929 -1,509	-23%	-$124K	0.27%	108
2015 Q1	$537K	Sell	6,438 -1,093	-15%	-$90.9K	0.35%	88
2014 Q4	$620K	Sell	7,531 -345	-4%	-$28.5K	0.4%	72
2014 Q3	$645K	Sell	7,876 -654	-8%	-$53.6K	0.36%	70
2014 Q2	$701K	Buy	8,530 +4,377	+105%	+$358K	0.45%	62
2014 Q1	$337K	Sell	4,153 -4,434	-52%	-$359K	0.35%	81
2013 Q4	$687K	Buy	+8,587	New	+$693K	0.49%	57

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

M Holdings Securities's BND Position: Q1 2026 in Review

M Holdings Securities increased its Vanguard Total Bond Market (BND) stake by 33% in Q1 2026, buying an estimated $1.09M and bringing the position to 59,061 shares worth $4.33M. The position accounts for 0.29% of the portfolio, ranked #66.

M Holdings Securities first reported a position in BND in Q4 2013 and has held it in 42 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

M Holdings Securities held 59,061 shares of Vanguard Total Bond Market worth $4.33M as of Q1 2026.
M Holdings Securities bought 14,691 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.09M.
Vanguard Total Bond Market made up 0.29% of M Holdings Securities's portfolio in Q1 2026, its #66 holding.
M Holdings Securities first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 42 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.