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North Star Investment Management’s Vanguard Total Bond Market BND Stock Holding History

North Star 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 		$4.68M Sell
63,501
-3,387
-5% -$251K 0.28% 79
2025
Q4 		$4.95M Sell
66,888
-470
-0.7% -$35K 0.31% 69
2025
Q3 		$5.01M Sell
67,358
-1,816
-3% -$134K 0.32% 68
2025
Q2 		$5.09M Sell
69,174
-2,640
-4% -$192K 0.36% 57
2025
Q1 		$5.27M Sell
71,814
-6,449
-8% -$468K 0.38% 52
2024
Q4 		$5.63M Sell
78,263
-161,196
-67% -$11.8M 0.39% 57
2024
Q3 		$18M Sell
239,459
-22,513
-9% -$1.67M 1.24% 13
2024
Q2 		$18.9M Sell
261,972
-1,413
-0.5% -$101K 1.38% 12
2024
Q1 		$19.1M Sell
263,385
-1,760
-0.7% -$128K 1.36% 11
2023
Q4 		$19.5M Buy
265,145
+13,410
+5% +$947K 1.5% 10
2023
Q3 		$17.6M Buy
251,735
+153,363
+156% +$10.9M 1.48% 10
2023
Q2 		$7.15M Buy
98,372
+9,266
+10% +$679K 0.58% 37
2023
Q1 		$6.58M Buy
89,106
+45,497
+104% +$3.33M 0.54% 40
2022
Q4 		$3.13M Buy
43,609
+7,184
+20% +$515K 0.28% 97
2022
Q3 		$2.6M Buy
36,425
+3,357
+10% +$251K 0.25% 100
2022
Q2 		$2.49M Buy
33,068
+154
+0.5% +$11.7K 0.23% 112
2022
Q1 		$2.62M Buy
32,914
+364
+1% +$29.7K 0.2% 114
2021
Q4 		$2.76M Sell
32,550
-365
-1% -$31.1K 0.19% 114
2021
Q3 		$2.81M Sell
32,915
-1,893
-5% -$163K 0.23% 109
2021
Q2 		$2.99M Buy
34,808
+3,298
+10% +$281K 0.24% 109
2021
Q1 		$2.67M Buy
31,510
+333
+1% +$28.7K 0.25% 110
2020
Q4 		$2.75M Buy
31,177
+441
+1% +$38.8K 0.29% 90
2020
Q3 		$2.71M Buy
30,736
+3,036
+11% +$269K 0.32% 79
2020
Q2 		$2.45M Buy
27,700
+834
+3% +$72.9K 0.32% 84
2020
Q1 		$2.29M Sell
26,866
-1,639
-6% -$139K 0.34% 82
2019
Q4 		$2.39M Buy
28,505
+326
+1% +$27.4K 0.25% 107
2019
Q3 		$2.38M Buy
28,179
+416
+1% +$34.9K 0.26% 104
2019
Q2 		$2.31M Buy
27,763
+98
+0.4% +$7.98K 0.27% 109
2019
Q1 		$2.25M Buy
27,665
+1,633
+6% +$130K 0.26% 110
2018
Q4 		$2.06M Buy
26,032
+583
+2% +$45.6K 0.27% 104
2018
Q3 		$2M Buy
25,449
+63
+0.2% +$4.98K 0.22% 125
2018
Q2 		$2.01M Sell
25,386
-448
-2% -$35.4K 0.23% 121
2018
Q1 		$2.06M Sell
25,834
-276
-1% -$22.1K 0.25% 113
2017
Q4 		$2.13M Buy
26,110
+793
+3% +$64.8K 0.26% 110
2017
Q3 		$2.08M Buy
25,317
+622
+3% +$51K 0.26% 109
2017
Q2 		$2.02M Buy
24,695
+88
+0.4% +$7.19K 0.27% 104
2017
Q1 		$2M Buy
24,607
+211
+0.9% +$17.1K 0.27% 100
2016
Q4 		$1.97M Buy
24,396
+3,042
+14% +$249K 0.3% 95
2016
Q3 		$1.8M Buy
21,354
+3,451
+19% +$290K 0.32% 95
2016
Q2 		$1.51M Buy
17,903
+3,336
+23% +$277K 0.28% 104
2016
Q1 		$1.21M Sell
14,567
-306
-2% -$25K 0.23% 123
2015
Q4 		$1.2M Buy
14,873
+944
+7% +$76.8K 0.23% 118
2015
Q3 		$1.14M Sell
13,929
-256
-2% -$20.9K 0.23% 124
2015
Q2 		$1.15M Buy
14,185
+228
+2% +$18.8K 0.21% 138
2015
Q1 		$1.16M Buy
13,957
+2,107
+18% +$175K 0.22% 137
2014
Q4 		$976K Buy
11,850
+318
+3% +$26.2K 0.19% 143
2014
Q3 		$945K Buy
11,532
+205
+2% +$16.8K 0.19% 140
2014
Q2 		$931K Buy
11,327
+632
+6% +$51.7K 0.19% 137
2014
Q1 		$868K Buy
10,695
+462
+5% +$37.4K 0.18% 137
2013
Q4 		$819K Sell
10,233
-188
-2% -$15.2K 0.18% 142
2013
Q3 		$843K Sell
10,421
-1,646
-14% -$132K 0.23% 128
2013
Q2 		$976K Buy
+12,067
New +$1M 0.25% 112

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

North Star Investment Management's BND Position: Q1 2026 in Review

North Star Investment Management reduced its Vanguard Total Bond Market (BND) stake by 5.1% in Q1 2026, selling an estimated $251K and leaving 63,501 shares worth $4.68M. The position accounts for 0.28% of the portfolio, ranked #79.

North Star Investment Management first reported a position in BND in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.5M in Q4 2023. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • North Star Investment Management held 63,501 shares of Vanguard Total Bond Market worth $4.68M as of Q1 2026.
  • North Star Investment Management sold 3,387 Vanguard Total Bond Market shares in Q1 2026, an estimated $251K.
  • Vanguard Total Bond Market made up 0.28% of North Star Investment Management's portfolio in Q1 2026, its #79 holding.
  • North Star Investment Management first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 52 quarters since.
  • North Star Investment Management's Vanguard Total Bond Market position peaked at $19.5M in Q4 2023.
  • 1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.