Mission Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.41M Sell
100,652
-4,012
-4% -$298K 0.15% 81
2025
Q4
$7.75M Sell
104,664
-100,718
-49% -$7.5M 0.15% 79
2025
Q3
$15.3M Sell
205,382
-42,679
-17% -$3.14M 0.3% 51
2025
Q2
$18.3M Sell
248,061
-178,628
-42% -$13M 0.39% 43
2025
Q1
$31.3M Sell
426,689
-2,653,269
-86% -$193M 0.77% 20
2024
Q4
$221M Buy
3,079,958
+338,188
+12% +$24.7M 5.16% 5
2024
Q3
$206M Buy
2,741,770
+207,959
+8% +$15.4M 4.98% 5
2024
Q2
$183M Buy
2,533,811
+143,707
+6% +$10.3M 4.83% 5
2024
Q1
$174M Buy
2,390,104
+380,446
+19% +$27.6M 4.57% 5
2023
Q4
$148M Buy
2,009,658
+157,040
+8% +$11.1M 4.8% 5
2023
Q3
$129M Buy
1,852,618
+206,813
+13% +$14.8M 4.82% 5
2023
Q2
$120M Buy
1,645,805
+778,203
+90% +$57M 4.52% 5
2023
Q1
$64.1M Buy
867,602
+41,708
+5% +$3.05M 2.68% 9
2022
Q4
$59.3M Sell
825,894
-84,656
-9% -$6.06M 2.84% 8
2022
Q3
$64.9M Sell
910,550
-18,611
-2% -$1.39M 3.44% 7
2022
Q2
$69.9M Sell
929,161
-37,398
-4% -$2.85M 3.68% 6
2022
Q1
$76.9M Sell
966,559
-48,171
-5% -$3.93M 3.55% 6
2021
Q4
$86M Buy
1,014,730
+35,540
+4% +$3.03M 3.87% 5
2021
Q3
$83.7M Buy
979,190
+33,937
+4% +$2.93M 4.26% 5
2021
Q2
$81.2M Buy
945,253
+29,699
+3% +$2.53M 4.3% 5
2021
Q1
$77.6M Buy
915,554
+38,938
+4% +$3.36M 4.5% 5
2020
Q4
$77.3M Buy
876,616
+67,304
+8% +$5.92M 4.84% 4
2020
Q3
$71.4M Buy
809,312
+130,924
+19% +$11.6M 5.35% 3
2020
Q2
$59.9M Sell
678,388
-252
-0% -$22K 5.17% 3
2020
Q1
$57.9M Buy
678,640
+80,067
+13% +$6.8M 6.39% 1
2019
Q4
$50.2M Buy
598,573
+91,301
+18% +$7.68M 4.83% 4
2019
Q3
$42.8M Sell
507,272
-69,857
-12% -$5.86M 4.58% 4
2019
Q2
$47.9M Sell
577,129
-149,381
-21% -$12.2M 5.37% 4
2019
Q1
$59M Sell
726,510
-14,915
-2% -$1.19M 6.85% 3
2018
Q4
$58.7M Sell
741,425
-13,745
-2% -$1.07M 7.65% 2
2018
Q3
$59.4M Buy
755,170
+38,560
+5% +$3.05M 7.82% 2
2018
Q2
$56.7M Buy
716,610
+101,305
+16% +$8.01M 8.38% 2
2018
Q1
$49.2M Buy
615,305
+336,283
+121% +$26.9M 7.94% 2
2017
Q4
$22.8M Buy
279,022
+31,273
+13% +$2.55M 3.9% 8
2017
Q3
$20.3M Buy
247,749
+10,369
+4% +$851K 3.73% 8
2017
Q2
$19.4M Buy
237,380
+9,095
+4% +$743K 3.69% 8
2017
Q1
$18.5M Buy
228,285
+15,528
+7% +$1.26M 3.6% 8
2016
Q4
$17.2M Buy
212,757
+16,482
+8% +$1.35M 3.42% 8
2016
Q3
$16.5M Buy
196,275
+17,586
+10% +$1.48M 3.99% 8
2016
Q2
$15.1M Buy
178,689
+34,830
+24% +$2.89M 4% 8
2016
Q1
$11.9M Buy
143,859
+12,019
+9% +$983K 3.21% 10
2015
Q4
$10.6M Buy
131,840
+18,058
+16% +$1.47M 3% 10
2015
Q3
$9.32M Sell
113,782
-21
-0% -$1.71K 2.82% 9
2015
Q2
$9.49M Buy
+113,803
New +$9.36M 3.25% 8

Other funds holding BND

Mission Wealth Management's BND Position: Q1 2026 in Review

Mission Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 3.8% in Q1 2026, selling an estimated $298K and leaving 100,652 shares worth $7.41M. The position accounts for 0.15% of the portfolio, ranked #81.

Mission Wealth Management first reported a position in BND in Q2 2015 and has held it in 44 quarters since. The position peaked at $221M in Q4 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Mission Wealth Management held 100,652 shares of Vanguard Total Bond Market worth $7.41M as of Q1 2026.
  • Mission Wealth Management sold 4,012 Vanguard Total Bond Market shares in Q1 2026, an estimated $298K.
  • Vanguard Total Bond Market made up 0.15% of Mission Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Mission Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Vanguard Total Bond Market position peaked at $221M in Q4 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.