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Peterson Wealth Services’s Vanguard Total Bond Market BND Stock Holding History

Peterson Wealth Services’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 		– Sell
-6
Closed -$444 – 217
2025
Q4 		$444 Sell
6
-1,315
-100% -$97.9K ﹤0.01% 216
2025
Q3 		$446 Buy
1,321
+1,315
+21,917% +$96.8K ﹤0.01% 213
2025
Q2 		$442 Hold
6
– – ﹤0.01% 218
2025
Q1 		$441 Hold
6
– – ﹤0.01% 202
2024
Q4 		$431 Hold
6
– – ﹤0.01% 212
2024
Q3 		$451 Buy
+6
New +$444 ﹤0.01% 213

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

Peterson Wealth Services's BND Position: Q1 2026 in Review

Peterson Wealth Services sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 6 shares — an estimated $444 sold.

Peterson Wealth Services first reported a position in BND in Q3 2024 and held it in 6 quarters. The position peaked at $451 in Q3 2024. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Peterson Wealth Services reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Peterson Wealth Services sold 6 Vanguard Total Bond Market shares in Q1 2026, an estimated $444.
  • Peterson Wealth Services first reported a position in Vanguard Total Bond Market in Q3 2024 and held it in 6 quarters.
  • Peterson Wealth Services's Vanguard Total Bond Market position peaked at $451 in Q3 2024.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.