P.J. Schmidt Investment Management (PJS)’s Vanguard Total Bond Market BND Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$1.12M	Sell	15,247 -998	-6%	-$74K	0.19%	70
2025 Q4	$1.2M	Buy	16,245 +187	+1%	+$13.9K	0.2%	72
2025 Q3	$1.19M	Hold	16,058	–	–	0.2%	73
2025 Q2	$1.18M	Buy	16,058 +3,361	+26%	+$244K	0.2%	72
2025 Q1	$933K	Buy	12,697 +2	+0%	+$145	0.17%	77
2024 Q4	$913K	Buy	12,695 +1,135	+10%	+$83K	0.16%	79
2024 Q3	$868K	Buy	11,560 +404	+4%	+$29.9K	0.15%	83
2024 Q2	$804K	Buy	11,156 +1,869	+20%	+$134K	0.15%	81
2024 Q1	$674K	Buy	9,287 +4,393	+90%	+$319K	0.13%	87
2023 Q4	$356K	Buy	+4,894	New	+$346K	0.07%	134

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

P.J. Schmidt Investment Management (PJS)'s BND Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Vanguard Total Bond Market (BND) stake by 6.1% in Q1 2026, selling an estimated $74K and leaving 15,247 shares worth $1.12M. The position accounts for 0.19% of the portfolio, ranked #70.

P.J. Schmidt Investment Management (PJS) first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 15,247 shares of Vanguard Total Bond Market worth $1.12M as of Q1 2026.
P.J. Schmidt Investment Management (PJS) sold 998 Vanguard Total Bond Market shares in Q1 2026, an estimated $74K.
Vanguard Total Bond Market made up 0.19% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #70 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
P.J. Schmidt Investment Management (PJS)'s Vanguard Total Bond Market position peaked at $1.2M in Q4 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.