Novak & Powell Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Novak & Powell Financial Services’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	$1.09M	Buy	14,792 +432	+3%	+$32K	0.59%	42
2025 Q4	$1.06M	Buy	14,360 +149	+1%	+$11.1K	0.55%	43
2025 Q3	$1.06M	Buy	14,211 +4,988	+54%	+$367K	0.56%	43
2025 Q2	$679K	Sell	9,223 -2,396	-21%	-$174K	0.47%	48
2025 Q1	$853K	Sell	11,619 -3,485	-23%	-$253K	0.53%	47
2024 Q4	$819K	Buy	15,104 +5,490	+57%	+$401K	0.49%	49
2024 Q3	$722K	Sell	9,614 -5,145	-35%	-$381K	0.42%	57
2024 Q2	$1.06M	Sell	14,759 -75	-0.5%	-$5.37K	0.66%	39
2024 Q1	$895K	Buy	14,834 +17	+0.1%	+$1.23K	0.67%	37
2023 Q4	$1.09M	Buy	+14,817	New	+$1.05M	0.73%	38

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

Novak & Powell Financial Services's BND Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Vanguard Total Bond Market (BND) stake by 3% in Q1 2026, buying an estimated $32K and bringing the position to 14,792 shares worth $1.09M. The position accounts for 0.59% of the portfolio, ranked #42.

Novak & Powell Financial Services first reported a position in BND in Q4 2023 and has held it in 10 quarters since. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Novak & Powell Financial Services held 14,792 shares of Vanguard Total Bond Market worth $1.09M as of Q1 2026.
Novak & Powell Financial Services bought 432 Vanguard Total Bond Market shares in Q1 2026, an estimated $32K.
Vanguard Total Bond Market made up 0.59% of Novak & Powell Financial Services's portfolio in Q1 2026, its #42 holding.
Novak & Powell Financial Services first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.