PBF
BND icon

Petix & Botte Financial’s Vanguard Total Bond Market BND Stock Holding History

Petix & Botte Financial’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 		$10.2M Sell
69,431
-75,961
-52% -$5.64M 2.28% 16
2025
Q4 		$10.8M Sell
145,392
-17,909
-11% -$1.33M 2.44% 16
2025
Q3 		$12.1M Sell
163,301
-10,098
-6% -$744K 2.8% 10
2025
Q2 		$12.8M Sell
173,399
-8,184
-5% -$595K 3.13% 9
2025
Q1 		$13.3M Sell
181,583
-24,218
-12% -$1.76M 3.51% 7
2024
Q4 		$14.8M Sell
205,801
-57,404
-22% -$4.2M 3.89% 6
2024
Q3 		$19.8M Buy
263,205
+19,711
+8% +$1.46M 5.26% 5
2024
Q2 		$17.5M Buy
243,494
+110,571
+83% +$7.92M 4.97% 6
2024
Q1 		$9.65M Sell
132,923
-114,780
-46% -$8.33M 2.4% 15
2023
Q4 		$18.2M Buy
247,703
+1,166
+0.5% +$82.3K 5.36% 5
2023
Q3 		$17.2M Buy
246,537
+9,499
+4% +$678K 5.43% 6
2023
Q2 		$17.2M Buy
237,038
+126,512
+114% +$9.27M 5.35% 5
2023
Q1 		$8.16M Buy
+110,526
New +$8.09M 5.5% 7
2022
Q3 		$7.47M Buy
104,680
+809
+0.8% +$60.5K 5.68% 7
2022
Q2 		$7.82M Sell
103,871
-111,123
-52% -$8.46M 5.76% 7
2022
Q1 		$17.1M Buy
214,994
+116,801
+119% +$9.54M 5.27% 7
2021
Q4 		$8.32M Sell
98,193
-99,238
-50% -$8.45M 5.29% 6
2021
Q3 		$16.9M Buy
197,431
+104,869
+113% +$9.05M 5.71% 5
2021
Q2 		$7.95M Sell
92,562
-537
-0.6% -$45.8K 5.54% 4
2021
Q1 		$7.89M Sell
93,099
-3,607
-4% -$311K 5.83% 3
2020
Q4 		$8.53M Sell
96,706
-9,820
-9% -$864K 6.38% 2
2020
Q3 		$9.4M Sell
106,526
-119,363
-53% -$10.6M 7.5% 2
2020
Q2 		$10.2M Buy
225,889
+112,024
+98% +$9.79M 8.39% 2
2020
Q1 		$9.72M Sell
113,865
-3,664
-3% -$311K 9.46% 2
2019
Q4 		$9.85M Buy
+117,529
New +$9.88M 7.75% 2

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

Petix & Botte Financial's BND Position: Q1 2026 in Review

Petix & Botte Financial reduced its Vanguard Total Bond Market (BND) stake by 52% in Q1 2026, selling an estimated $5.64M and leaving 69,431 shares worth $10.2M. The position accounts for 2.28% of the portfolio, ranked #16.

Petix & Botte Financial first reported a position in BND in Q4 2019 and has held it in 25 quarters since. The position peaked at $19.8M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Petix & Botte Financial held 69,431 shares of Vanguard Total Bond Market worth $10.2M as of Q1 2026.
  • Petix & Botte Financial sold 75,961 Vanguard Total Bond Market shares in Q1 2026, an estimated $5.64M.
  • Vanguard Total Bond Market made up 2.28% of Petix & Botte Financial's portfolio in Q1 2026, its #16 holding.
  • Petix & Botte Financial first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's Vanguard Total Bond Market position peaked at $19.8M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.