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Old Port Advisors’s Vanguard Total Bond Market BND Stock Holding History

Old Port 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 		$865K Sell
11,742
-3,840
-25% -$285K 0.2% 120
2025
Q4 		$1.15M Sell
15,582
-3,517
-18% -$262K 0.28% 102
2025
Q3 		$1.42M Sell
19,099
-3,756
-16% -$277K 0.36% 93
2025
Q2 		$1.68M Sell
22,855
-6,048
-21% -$440K 0.46% 72
2025
Q1 		$2.12M Sell
28,903
-52,836
-65% -$3.83M 0.63% 58
2024
Q4 		$5.88M Sell
81,739
-10,593
-11% -$774K 1.69% 11
2024
Q3 		$6.94M Buy
92,332
+8,110
+10% +$600K 1.93% 7
2024
Q2 		$6.07M Buy
84,222
+4,573
+6% +$328K 1.81% 9
2024
Q1 		$5.78M Buy
79,649
+13,251
+20% +$962K 1.77% 7
2023
Q4 		$4.88M Buy
66,398
+7,547
+13% +$533K 1.62% 8
2023
Q3 		$4.11M Buy
+58,851
New +$4.2M 1.49% 9
2023
Q1 		$3.21M Buy
43,341
+13,031
+43% +$954K 1.15% 22
2022
Q4 		$2.18M Buy
30,310
+9,170
+43% +$657K 0.82% 39
2022
Q3 		$1.51M Buy
21,140
+8,098
+62% +$606K 0.6% 54
2022
Q2 		$989K Buy
+13,042
New +$993K 0.38% 92

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

Old Port Advisors's BND Position: Q1 2026 in Review

Old Port Advisors reduced its Vanguard Total Bond Market (BND) stake by 25% in Q1 2026, selling an estimated $285K and leaving 11,742 shares worth $865K. The position accounts for 0.2% of the portfolio, ranked #120.

Old Port Advisors first reported a position in BND in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.94M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Old Port Advisors held 11,742 shares of Vanguard Total Bond Market worth $865K as of Q1 2026.
  • Old Port Advisors sold 3,840 Vanguard Total Bond Market shares in Q1 2026, an estimated $285K.
  • Vanguard Total Bond Market made up 0.2% of Old Port Advisors's portfolio in Q1 2026, its #120 holding.
  • Old Port Advisors first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 15 quarters since.
  • Old Port Advisors's Vanguard Total Bond Market position peaked at $6.94M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.