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Mount Yale Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Mount Yale Investment Advisors’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 		$579K Buy
+7,863
New +$583K 0.01% 675
2025
Q3 		– Sell
-597
Closed -$43.9K – 785
2025
Q2 		$43.9K Buy
+597
New +$43.4K ﹤0.01% 852

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mount Yale Investment Advisors's BND Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Total Bond Market (BND) in Q1 2026: 7,863 shares worth $579K. The stake represents 0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BND as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BND in Q2 2025 and has held it in 2 quarters since. 1,770 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Mount Yale Investment Advisors held 7,863 shares of Vanguard Total Bond Market worth $579K as of Q1 2026.
  • Vanguard Total Bond Market was a new Mount Yale Investment Advisors position in Q1 2026.
  • Vanguard Total Bond Market made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #675 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 2 quarters since.
  • 1,770 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.