MWM
BND icon

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

MorganRosel Wealth Management’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 		$697K Sell
9,467
-6,848
-42% -$508K 0.28% 65
2025
Q4 		$1.21M Buy
16,315
+260
+2% +$19.4K 0.3% 52
2025
Q3 		$1.19M Buy
16,055
+203
+1% +$14.9K 0.31% 53
2025
Q2 		$1.17M Sell
15,852
-496
-3% -$36.1K 0.32% 55
2025
Q1 		$1.2M Buy
16,348
+1,034
+7% +$75K 0.36% 49
2024
Q4 		$1.1M Buy
15,314
+766
+5% +$56K 0.36% 50
2024
Q3 		$1.09M Buy
14,548
+55
+0.4% +$4.07K 0.36% 52
2024
Q2 		$1.04M Buy
14,493
+206
+1% +$14.8K 0.37% 49
2024
Q1 		$1.04M Buy
14,287
+7,377
+107% +$535K 0.37% 51
2023
Q4 		$508K Sell
6,910
-1,147
-14% -$81K 0.2% 71
2023
Q3 		$562K Buy
8,057
+795
+11% +$56.8K 0.23% 70
2023
Q2 		$528K Sell
7,262
-23
-0.3% -$1.69K 0.22% 74
2023
Q1 		$538K Buy
7,285
+196
+3% +$14.3K 0.23% 71
2022
Q4 		$509K Sell
7,089
-3,414
-33% -$245K 0.23% 72
2022
Q3 		$749K Buy
10,503
+3,506
+50% +$262K 0.38% 52
2022
Q2 		$527K Sell
6,997
-3,849
-35% -$293K 0.28% 64
2022
Q1 		$863K Buy
10,846
+340
+3% +$27.8K 0.42% 47
2021
Q4 		$890K Buy
10,506
+25
+0.2% +$2.13K 0.43% 46
2021
Q3 		$896K Buy
10,481
+412
+4% +$35.6K 0.49% 36
2021
Q2 		$865K Buy
10,069
+1,769
+21% +$151K 0.49% 41
2021
Q1 		$703K Buy
8,300
+1,262
+18% +$109K 0.44% 48
2020
Q4 		$621K Buy
7,038
+433
+7% +$38.1K 0.44% 47
2020
Q3 		$583K Buy
6,605
+288
+5% +$25.5K 0.47% 43
2020
Q2 		$558K Buy
6,317
+408
+7% +$35.7K 0.52% 43
2020
Q1 		$504K Buy
5,909
+660
+13% +$56.1K 0.57% 39
2019
Q4 		$440K Sell
5,249
-207
-4% -$17.4K 0.33% 57
2019
Q3 		$461K Buy
5,456
+2,804
+106% +$235K 0.38% 54
2019
Q2 		$220K Buy
+2,652
New +$216K 0.18% 66

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

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

MorganRosel Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 42% in Q1 2026, selling an estimated $508K and leaving 9,467 shares worth $697K. The position accounts for 0.28% of the portfolio, ranked #65.

MorganRosel Wealth Management first reported a position in BND in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.21M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • MorganRosel Wealth Management held 9,467 shares of Vanguard Total Bond Market worth $697K as of Q1 2026.
  • MorganRosel Wealth Management sold 6,848 Vanguard Total Bond Market shares in Q1 2026, an estimated $508K.
  • Vanguard Total Bond Market made up 0.28% of MorganRosel Wealth Management's portfolio in Q1 2026, its #65 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 28 quarters since.
  • MorganRosel Wealth Management's Vanguard Total Bond Market position peaked at $1.21M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

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