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Opes Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Opes Wealth 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 		$402K Buy
5,458
+41
+0.8% +$3.04K 0.07% 103
2025
Q4 		$401K Buy
5,417
+591
+12% +$44K 0.07% 103
2025
Q3 		$359K Sell
4,826
-7,248
-60% -$534K 0.06% 105
2025
Q2 		$889K Buy
12,074
+5,362
+80% +$390K 0.16% 77
2025
Q1 		$493K Buy
6,712
+633
+10% +$45.9K 0.1% 87
2024
Q4 		$437K Buy
6,079
+27
+0.4% +$1.97K 0.09% 90
2024
Q3 		$455K Buy
6,052
+240
+4% +$17.8K 0.09% 84
2024
Q2 		$419K Sell
5,812
-2,243
-28% -$161K 0.09% 85
2024
Q1 		$585K Buy
8,055
+2,675
+50% +$194K 0.14% 73
2023
Q4 		$396K Sell
5,380
-6,028
-53% -$426K 0.1% 93
2023
Q3 		$796K Buy
11,408
+4,458
+64% +$318K 0.22% 62
2023
Q2 		$505K Sell
6,950
-807
-10% -$59.1K 0.14% 81
2023
Q1 		$573K Sell
7,757
-1,406
-15% -$103K 0.18% 61
2022
Q4 		$658K Buy
9,163
+551
+6% +$39.5K 0.24% 59
2022
Q3 		$614K Buy
8,612
+285
+3% +$21.3K 0.25% 52
2022
Q2 		$627K Sell
8,327
-3,856
-32% -$293K 0.25% 51
2022
Q1 		$969K Sell
12,183
-2,117
-15% -$173K 0.32% 52
2021
Q4 		$1.21M Buy
14,300
+6,201
+77% +$528K 0.38% 46
2021
Q3 		$692K Buy
8,099
+3,334
+70% +$288K 0.24% 53
2021
Q2 		$409K Buy
4,765
+408
+9% +$34.8K 0.15% 62
2021
Q1 		$369K Buy
4,357
+601
+16% +$51.8K 0.14% 63
2020
Q4 		$331K Buy
3,756
+142
+4% +$12.5K 0.16% 63
2020
Q3 		$319K Buy
+3,614
New +$320K 0.15% 57

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

Opes Wealth Management's BND Position: Q1 2026 in Review

Opes Wealth Management increased its Vanguard Total Bond Market (BND) stake by 0.76% in Q1 2026, buying an estimated $3.04K and bringing the position to 5,458 shares worth $402K. The position accounts for 0.07% of the portfolio, ranked #103.

Opes Wealth Management first reported a position in BND in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Opes Wealth Management held 5,458 shares of Vanguard Total Bond Market worth $402K as of Q1 2026.
  • Opes Wealth Management bought 41 Vanguard Total Bond Market shares in Q1 2026, an estimated $3.04K.
  • Vanguard Total Bond Market made up 0.07% of Opes Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Opes Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 23 quarters since.
  • Opes Wealth Management's Vanguard Total Bond Market position peaked at $1.21M in Q4 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.