NorthStar Asset Management (New Jersey)’s Vanguard Total Bond Market BND Stock Holding History

NorthStar Asset Management (New Jersey)’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	$427K	Sell	5,792 -45	-0.8%	-$3.34K	0.21%	63
2025 Q4	$432K	Buy	5,837 +970	+20%	+$72.2K	0.19%	66
2025 Q3	$362K	Buy	4,867 +94	+2%	+$6.92K	0.17%	73
2025 Q2	$351K	Buy	4,773 +261	+6%	+$19K	0.19%	66
2025 Q1	$331K	Sell	4,512 -1,092	-19%	-$79.2K	0.21%	64
2024 Q4	$403K	Sell	5,604 -28	-0.5%	-$2.05K	0.26%	56
2024 Q3	$423K	Sell	5,632 -326	-5%	-$24.1K	0.28%	55
2024 Q2	$429K	Sell	5,958 -318	-5%	-$22.8K	0.3%	55
2024 Q1	$456K	Sell	6,276 -390	-6%	-$28.3K	0.35%	51
2023 Q4	$490K	Buy	+6,666	New	+$471K	0.45%	46

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

NorthStar Asset Management (New Jersey)'s BND Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Vanguard Total Bond Market (BND) stake by 0.77% in Q1 2026, selling an estimated $3.34K and leaving 5,792 shares worth $427K. The position accounts for 0.21% of the portfolio, ranked #63.

NorthStar Asset Management (New Jersey) first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $490K in Q4 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

NorthStar Asset Management (New Jersey) held 5,792 shares of Vanguard Total Bond Market worth $427K as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 45 Vanguard Total Bond Market shares in Q1 2026, an estimated $3.34K.
Vanguard Total Bond Market made up 0.21% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #63 holding.
NorthStar Asset Management (New Jersey) first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
NorthStar Asset Management (New Jersey)'s Vanguard Total Bond Market position peaked at $490K in Q4 2023.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.