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Perfromance Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Perfromance Wealth Partners’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 		$615K Buy
8,348
+1,430
+21% +$106K 0.02% 109
2025
Q4 		$512K Sell
6,918
-853
-11% -$63.5K 0.01% 122
2025
Q3 		$578K Sell
7,771
-355
-4% -$26.1K 0.02% 106
2025
Q2 		$598K Buy
8,126
+1,140
+16% +$82.9K 0.02% 95
2025
Q1 		$513K Buy
6,986
+2,857
+69% +$207K 0.02% 91
2024
Q4 		$297K Sell
4,129
-80
-2% -$5.85K 0.01% 134
2024
Q3 		$316K Buy
4,209
+67
+2% +$4.96K 0.01% 139
2024
Q2 		$298K Sell
4,142
-11,585
-74% -$830K 0.01% 123
2024
Q1 		$1.14M Sell
15,727
-8,258
-34% -$599K 0.05% 63
2023
Q4 		$1.76M Sell
23,985
-7,694
-24% -$543K 0.08% 59
2023
Q3 		$2.21M Sell
31,679
-7,120
-18% -$508K 0.11% 58
2023
Q2 		$2.79M Buy
38,799
+1,152
+3% +$84.4K 0.13% 55
2023
Q1 		$2.78M Sell
37,647
-4,971
-12% -$364K 0.14% 51
2022
Q4 		$3.06M Sell
42,618
-884
-2% -$63.3K 0.18% 40
2022
Q3 		$3.1M Buy
43,502
+990
+2% +$74.1K 0.18% 38
2022
Q2 		$3.2M Sell
42,512
-330
-0.8% -$25.1K 0.18% 40
2022
Q1 		$3.41M Sell
42,842
-1,780
-4% -$145K 0.15% 42
2021
Q4 		$3.78M Buy
+44,622
New +$3.8M 0.15% 45

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

Perfromance Wealth Partners's BND Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 21% in Q1 2026, buying an estimated $106K and bringing the position to 8,348 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #109.

Perfromance Wealth Partners first reported a position in BND in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.78M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Perfromance Wealth Partners held 8,348 shares of Vanguard Total Bond Market worth $615K as of Q1 2026.
  • Perfromance Wealth Partners bought 1,430 Vanguard Total Bond Market shares in Q1 2026, an estimated $106K.
  • Vanguard Total Bond Market made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #109 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Vanguard Total Bond Market position peaked at $3.78M in Q4 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.