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Michels Family Financial’s Vanguard Total Bond Market BND Stock Holding History

Michels Family Financial’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 		$2.88M Buy
39,097
+788
+2% +$58.5K 2.08% 9
2025
Q4 		$2.84M Buy
38,309
+2,366
+7% +$176K 2.08% 9
2025
Q3 		$2.67M Buy
35,943
+2,257
+7% +$166K 2.08% 9
2025
Q2 		$2.48M Buy
33,686
+412
+1% +$30K 2.11% 9
2025
Q1 		$2.44M Sell
33,274
-1,732
-5% -$126K 2.21% 9
2024
Q4 		$2.52M Buy
+35,006
New +$2.56M 2.3% 9

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

Michels Family Financial's BND Position: Q1 2026 in Review

Michels Family Financial increased its Vanguard Total Bond Market (BND) stake by 2.1% in Q1 2026, buying an estimated $58.5K and bringing the position to 39,097 shares worth $2.88M. The position accounts for 2.08% of the portfolio, ranked #9.

Michels Family Financial first reported a position in BND in Q4 2024 and has held it in 6 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Michels Family Financial held 39,097 shares of Vanguard Total Bond Market worth $2.88M as of Q1 2026.
  • Michels Family Financial bought 788 Vanguard Total Bond Market shares in Q1 2026, an estimated $58.5K.
  • Vanguard Total Bond Market made up 2.08% of Michels Family Financial's portfolio in Q1 2026, its #9 holding.
  • Michels Family Financial first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.