MHS
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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
2023
Q2 		– Sell
-30,579
Closed -$2.26M – 241
2023
Q1 		$2.26M Buy
+30,579
New +$2.24M 0.23% 81

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

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.