Mustard Seed Financial’s Vanguard Total Bond Market BND Stock Holding History

Mustard Seed 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	$384K	Sell	5,218 -216	-4%	-$16K	0.23%	59
2025 Q4	$402K	Sell	5,434 -417	-7%	-$31K	0.25%	60
2025 Q3	$435K	Sell	5,851 -123	-2%	-$9.06K	0.28%	58
2025 Q2	$440K	Sell	5,974 -194	-3%	-$14.1K	0.32%	54
2025 Q1	$453K	Sell	6,168 -276	-4%	-$20K	0.36%	52
2024 Q4	$463K	Sell	6,444 -54	-0.8%	-$3.95K	0.38%	51
2024 Q3	$488K	Sell	6,498 -207	-3%	-$15.3K	0.41%	51
2024 Q2	$483K	Sell	6,705 -295	-4%	-$21.1K	0.46%	49
2024 Q1	$508K	Sell	7,000 -134	-2%	-$9.72K	0.51%	47
2023 Q4	$525K	Buy	+7,134	New	+$504K	0.59%	40

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mustard Seed Financial's BND Position: Q1 2026 in Review

Mustard Seed Financial reduced its Vanguard Total Bond Market (BND) stake by 4% in Q1 2026, selling an estimated $16K and leaving 5,218 shares worth $384K. The position accounts for 0.23% of the portfolio, ranked #59.

Mustard Seed Financial first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $525K in Q4 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Mustard Seed Financial held 5,218 shares of Vanguard Total Bond Market worth $384K as of Q1 2026.
Mustard Seed Financial sold 216 Vanguard Total Bond Market shares in Q1 2026, an estimated $16K.
Vanguard Total Bond Market made up 0.23% of Mustard Seed Financial's portfolio in Q1 2026, its #59 holding.
Mustard Seed Financial first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
Mustard Seed Financial's Vanguard Total Bond Market position peaked at $525K in Q4 2023.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.