New Insight Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

New Insight Wealth 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	$283K	Hold	3,841	–	–	0.1%	93
2025 Q4	$285K	Buy	3,841 +350	+10%	+$26.1K	0.1%	95
2025 Q3	$260K	Sell	3,491 -1,400	-29%	-$103K	0.1%	97
2025 Q2	$360K	Hold	4,891	–	–	0.15%	81
2025 Q1	$359K	Buy	4,891 +1,400	+40%	+$102K	0.16%	72
2024 Q4	$251K	Buy	+3,491	New	+$255K	0.13%	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

New Insight Wealth Advisors's BND Position: Q1 2026 in Review

New Insight Wealth Advisors held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 3,841 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #93.

New Insight Wealth Advisors first reported a position in BND in Q4 2024 and has held it in 6 quarters since. The position peaked at $360K in Q2 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

New Insight Wealth Advisors held 3,841 shares of Vanguard Total Bond Market worth $283K as of Q1 2026.
New Insight Wealth Advisors left its Vanguard Total Bond Market share count unchanged in Q1 2026.
Vanguard Total Bond Market made up 0.1% of New Insight Wealth Advisors's portfolio in Q1 2026, its #93 holding.
New Insight Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
New Insight Wealth Advisors's Vanguard Total Bond Market position peaked at $360K in Q2 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.