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MA Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

MA Private Wealth’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 		$36.4M Buy
493,776
+110,434
+29% +$8.19M 6.15% 5
2025
Q4 		$28.4M Sell
383,342
-66,312
-15% -$4.94M 4.74% 7
2025
Q3 		$33.4M Sell
449,654
-11,500
-2% -$847K 5.62% 4
2025
Q2 		$34M Sell
461,154
-460,432
-50% -$33.5M 6.07% 4
2025
Q1 		$67.7M Sell
921,586
-8,863
-1% -$643K 12.73% 2
2024
Q4 		$66.9M Buy
930,449
+22,392
+2% +$1.64M 12.51% 2
2024
Q3 		$68.2M Sell
908,057
-20,249
-2% -$1.5M 12.75% 2
2024
Q2 		$66.9M Buy
928,306
+38,971
+4% +$2.79M 13.23% 2
2024
Q1 		$64.6M Sell
889,335
-52,281
-6% -$3.79M 13.09% 2
2023
Q4 		$69.3M Sell
941,616
-62,204
-6% -$4.39M 14.76% 2
2023
Q3 		$70M Buy
1,003,820
+146,011
+17% +$10.4M 16.55% 2
2023
Q2 		$62.4M Sell
857,809
-607
-0.1% -$44.5K 14.46% 2
2023
Q1 		$63.4M Buy
858,416
+149,687
+21% +$11M 15.4% 2
2022
Q4 		$50.9M Buy
708,729
+135,243
+24% +$9.69M 12.28% 2
2022
Q3 		$39.8M Buy
573,486
+204
+0% +$15.3K 9.89% 2
2022
Q2 		$43.3M Sell
573,282
-154,192
-21% -$11.7M 10.55% 2
2022
Q1 		$57.9M Buy
727,474
+183,751
+34% +$15M 10.56% 2
2021
Q4 		$46.1M Buy
543,723
+44,282
+9% +$3.77M 8.27% 3
2021
Q3 		$42.7M Buy
499,441
+79,299
+19% +$6.85M 8.38% 3
2021
Q2 		$36.1M Buy
420,142
+15,732
+4% +$1.34M 7.17% 3
2021
Q1 		$34.3M Buy
+404,410
New +$34.9M 7.14% 3
2020
Q4 		– Sell
-2,349
Closed -$207K – 68
2020
Q3 		$207K Buy
2,349
+2
+0.1% +$177 0.05% 82
2020
Q2 		$207K Buy
+2,347
New +$205K 0.05% 80
2019
Q2 		– Sell
-4,276
Closed -$347K – 89
2019
Q1 		$347K Buy
4,276
+5
+0.1% +$399 0.11% 68
2018
Q4 		$338K Buy
+4,271
New +$334K 0.13% 70

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

MA Private Wealth's BND Position: Q1 2026 in Review

MA Private Wealth increased its Vanguard Total Bond Market (BND) stake by 29% in Q1 2026, buying an estimated $8.19M and bringing the position to 493,776 shares worth $36.4M. The position accounts for 6.15% of the portfolio, ranked #5.

MA Private Wealth first reported a position in BND in Q4 2018 and has held it in 25 quarters since. The position peaked at $70M in Q3 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • MA Private Wealth held 493,776 shares of Vanguard Total Bond Market worth $36.4M as of Q1 2026.
  • MA Private Wealth bought 110,434 Vanguard Total Bond Market shares in Q1 2026, an estimated $8.19M.
  • Vanguard Total Bond Market made up 6.15% of MA Private Wealth's portfolio in Q1 2026, its #5 holding.
  • MA Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 25 quarters since.
  • MA Private Wealth's Vanguard Total Bond Market position peaked at $70M in Q3 2023.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.