Nabity-Jensen Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Nabity-Jensen Investment 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	–	Sell	-3,968	Closed	-$294K	–	71
2025 Q4	$294K	Hold	3,968	–	–	0.2%	60
2025 Q3	$295K	Sell	3,968 -72	-2%	-$5.3K	0.2%	61
2025 Q2	$297K	Sell	4,040 -497	-11%	-$36.1K	0.22%	59
2025 Q1	$333K	Hold	4,537	–	–	0.26%	55
2024 Q4	$326K	Buy	+4,537	New	+$332K	0.25%	55
2024 Q2	–	Sell	-1,397	Closed	-$101K	–	70
2024 Q1	$101K	Hold	1,397	–	–	0.08%	82
2023 Q4	$103K	Buy	+1,397	New	+$98.6K	0.09%	78

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

Nabity-Jensen Investment Management's BND Position: Q1 2026 in Review

Nabity-Jensen Investment Management sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 3,968 shares — an estimated $294K sold.

Nabity-Jensen Investment Management first reported a position in BND in Q4 2023 and held it in 7 quarters. The position peaked at $333K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Nabity-Jensen Investment Management reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Nabity-Jensen Investment Management sold 3,968 Vanguard Total Bond Market shares in Q1 2026, an estimated $294K.
Nabity-Jensen Investment Management first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 7 quarters.
Nabity-Jensen Investment Management's Vanguard Total Bond Market position peaked at $333K in Q1 2025.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.