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

Parkshore 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	$352K	Sell	4,777 -772	-14%	-$57.3K	0.12%	51
2025 Q4	$411K	Buy	5,549 +940	+20%	+$70K	0.15%	47
2025 Q3	$343K	Buy	4,609 +373	+9%	+$27.5K	0.14%	52
2025 Q2	$312K	Buy	4,236 +2	+0%	+$145	0.15%	51
2025 Q1	$311K	Sell	4,234 -3,255	-43%	-$236K	0.18%	52
2024 Q4	$539K	Buy	+7,489	New	+$548K	0.32%	40

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

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

Parkshore Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 14% in Q1 2026, selling an estimated $57.3K and leaving 4,777 shares worth $352K. The position accounts for 0.12% of the portfolio, ranked #51.

Parkshore Wealth Management first reported a position in BND in Q4 2024 and has held it in 6 quarters since. The position peaked at $539K in Q4 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Parkshore Wealth Management held 4,777 shares of Vanguard Total Bond Market worth $352K as of Q1 2026.
Parkshore Wealth Management sold 772 Vanguard Total Bond Market shares in Q1 2026, an estimated $57.3K.
Vanguard Total Bond Market made up 0.12% of Parkshore Wealth Management's portfolio in Q1 2026, its #51 holding.
Parkshore Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
Parkshore Wealth Management's Vanguard Total Bond Market position peaked at $539K in Q4 2024.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.