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NWAM LLC’s Vanguard Total Bond Market BND Stock Holding History

NWAM LLC’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 		$15.2M Sell
206,704
-12,176
-6% -$903K 0.88% 19
2025
Q4 		$16.2M Buy
218,880
+2,057
+0.9% +$153K 0.91% 18
2025
Q3 		$16.2M Buy
216,823
+8,480
+4% +$624K 0.88% 18
2025
Q2 		$15.3M Buy
208,343
+112,402
+117% +$8.17M 0.89% 18
2025
Q1 		$7.05M Sell
95,941
-99,693
-51% -$7.23M 0.61% 28
2024
Q4 		$14.1M Buy
195,634
+4,239
+2% +$310K 0.87% 18
2024
Q3 		$14.4M Buy
+191,395
New +$14.2M 0.88% 21
2024
Q2 		– Sell
-175,486
Closed -$12.6M – 195
2024
Q1 		$12.6M Sell
175,486
-1,538
-0.9% -$112K 1.02% 15
2023
Q4 		$13M Buy
177,024
+83,141
+89% +$5.87M 1.05% 15
2023
Q3 		$6.55M Sell
93,883
-68,447
-42% -$4.89M 0.66% 26
2023
Q2 		$11.8M Buy
162,330
+79,588
+96% +$5.83M 0.97% 17
2023
Q1 		$6.11M Sell
82,742
-47,884
-37% -$3.5M 0.62% 25
2022
Q4 		$9.38M Buy
130,626
+9,768
+8% +$700K 0.83% 17
2022
Q3 		$8.62M Sell
120,858
-565
-0.5% -$42.3K 0.82% 21
2022
Q2 		$9.17M Sell
121,423
-4,845
-4% -$369K 0.85% 22
2022
Q1 		$10M Sell
126,268
-151
-0.1% -$12.3K 0.77% 22
2021
Q4 		$10.7M Buy
126,419
+6,865
+6% +$585K 0.85% 15
2021
Q3 		$10.2M Buy
119,554
+3,814
+3% +$329K 0.93% 15
2021
Q2 		$9.94M Buy
115,740
+16,292
+16% +$1.39M 0.92% 19
2021
Q1 		$8.43M Sell
99,448
-419
-0.4% -$36.1K 0.84% 17
2020
Q4 		$8.81M Buy
99,867
+6,341
+7% +$558K 1% 13
2020
Q3 		$8.25M Buy
93,526
+4,754
+5% +$421K 1.36% 11
2020
Q2 		$7.84M Sell
88,772
-1,984
-2% -$173K 1.1% 9
2020
Q1 		$7.75K Sell
90,756
-3,699
-4% -$314K 0.21% 44
2019
Q4 		$7.92M Buy
94,455
+4,110
+5% +$346K 1.37% 12
2019
Q3 		$7.63M Buy
90,345
+1,853
+2% +$155K 1.43% 12
2019
Q2 		$7.35M Sell
88,492
-10,145
-10% -$826K 1.46% 14
2019
Q1 		$8.01M Buy
98,637
+11,354
+13% +$907K 1.73% 11
2018
Q4 		$6.91M Sell
87,283
-5,003
-5% -$391K 1.78% 11
2018
Q3 		$7.26M Buy
92,286
+6,255
+7% +$494K 1.63% 12
2018
Q2 		$6.81M Buy
86,031
+2,945
+4% +$233K 1.61% 10
2018
Q1 		$6.64M Buy
83,086
+5,153
+7% +$413K 1.68% 11
2017
Q4 		$6.36M Buy
77,933
+2,766
+4% +$226K 1.61% 13
2017
Q3 		$6.16M Sell
75,167
-7,771
-9% -$637K 1.6% 12
2017
Q2 		$6.79M Buy
82,938
+5,337
+7% +$436K 1.18% 8
2017
Q1 		$6.29M Buy
77,601
+8,835
+13% +$714K 1.92% 9
2016
Q4 		$5.56M Buy
68,766
+530
+0.8% +$43.4K 1.84% 10
2016
Q3 		$5.74M Buy
68,236
+803
+1% +$67.6K 0.44% 13
2016
Q2 		$5.68M Buy
67,433
+5,271
+8% +$438K 2.23% 8
2016
Q1 		$5.15M Buy
62,162
+4,919
+9% +$402K 2.04% 10
2015
Q4 		$4.62M Buy
+57,243
New +$4.66M 1.89% 12
2015
Q3 		– Sell
-53,000
Closed -$4.27M – 154
2015
Q2 		$4.27M Buy
53,000
+22,490
+74% +$1.85M 1.79% 13
2015
Q1 		$2.54M Buy
30,510
+8,789
+40% +$731K 1.09% 20
2014
Q4 		$1.79M Sell
21,721
-1,530
-7% -$126K 0.78% 30
2014
Q3 		$1.91M Buy
23,251
+328
+1% +$26.9K 0.68% 37
2014
Q2 		$1.89M Sell
22,923
-253
-1% -$20.7K 0.59% 45
2014
Q1 		$1.88M Buy
23,176
+1,578
+7% +$128K 0.65% 44
2013
Q4 		$1.73M Buy
21,598
+47
+0.2% +$3.79K 0.92% 37
2013
Q3 		$1.74M Buy
21,551
+2,006
+10% +$161K 0.85% 41
2013
Q2 		$1.58M Buy
+19,545
New +$1.62M 0.8% 47

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

NWAM LLC's BND Position: Q1 2026 in Review

NWAM LLC reduced its Vanguard Total Bond Market (BND) stake by 5.6% in Q1 2026, selling an estimated $903K and leaving 206,704 shares worth $15.2M. The position accounts for 0.88% of the portfolio, ranked #19.

NWAM LLC first reported a position in BND in Q2 2013 and has held it in 50 quarters since. The position peaked at $16.2M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • NWAM LLC held 206,704 shares of Vanguard Total Bond Market worth $15.2M as of Q1 2026.
  • NWAM LLC sold 12,176 Vanguard Total Bond Market shares in Q1 2026, an estimated $903K.
  • Vanguard Total Bond Market made up 0.88% of NWAM LLC's portfolio in Q1 2026, its #19 holding.
  • NWAM LLC first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 50 quarters since.
  • NWAM LLC's Vanguard Total Bond Market position peaked at $16.2M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.