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Phillips Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Phillips Financial 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 		$12.2M Sell
165,041
-43,257
-21% -$3.21M 0.88% 25
2025
Q4 		$15.4M Sell
208,298
-3,780
-2% -$281K 0.99% 24
2025
Q3 		$15.8M Sell
212,078
-5,484
-3% -$404K 1.04% 24
2025
Q2 		$16M Sell
217,562
-1,459
-0.7% -$106K 1.16% 22
2025
Q1 		$16.1M Sell
219,021
-6,001
-3% -$436K 1.24% 22
2024
Q4 		$16.2M Sell
225,022
-40,779
-15% -$2.98M 1.27% 22
2024
Q3 		$20M Sell
265,801
-24,347
-8% -$1.8M 1.55% 19
2024
Q2 		$20.9M Sell
290,148
-21,661
-7% -$1.55M 1.72% 17
2024
Q1 		$22.6M Buy
311,809
+8,160
+3% +$592K 1.85% 16
2023
Q4 		$22.3M Sell
303,649
-19,922
-6% -$1.41M 1.94% 16
2023
Q3 		$22.6M Buy
323,571
+1,524
+0.5% +$109K 2.14% 12
2023
Q2 		$23.4M Buy
322,047
+20,022
+7% +$1.47M 2.17% 12
2023
Q1 		$22.3M Sell
302,025
-12,859
-4% -$941K 2.15% 12
2022
Q4 		$22.6M Sell
314,884
-81,127
-20% -$5.81M 2.3% 11
2022
Q3 		$28.2M Buy
396,011
+3,251
+0.8% +$243K 3.11% 8
2022
Q2 		$29.6M Buy
392,760
+120,683
+44% +$9.18M 3.2% 8
2022
Q1 		$21.6M Sell
272,077
-19,884
-7% -$1.62M 2.05% 16
2021
Q4 		$24.7M Buy
291,961
+3,393
+1% +$289K 2.42% 14
2021
Q3 		$24.7M Sell
288,568
-2,012
-0.7% -$174K 2.55% 13
2021
Q2 		$25M Buy
290,580
+8,713
+3% +$743K 2.57% 14
2021
Q1 		$23.9M Buy
281,867
+25,943
+10% +$2.24M 2.94% 10
2020
Q4 		$22.6M Buy
255,924
+24,055
+10% +$2.12M 3.08% 10
2020
Q3 		$20.5M Buy
231,869
+1,312
+0.6% +$116K 3.2% 9
2020
Q2 		$20.4M Buy
230,557
+16,057
+7% +$1.4M 3.33% 9
2020
Q1 		$18.4M Sell
214,500
-8,994
-4% -$764K 3.64% 7
2019
Q4 		$18.7M Buy
223,494
+1,020
+0.5% +$85.8K 3.07% 10
2019
Q3 		$18.8M Buy
222,474
+4,671
+2% +$392K 3.3% 9
2019
Q2 		$18.1M Buy
217,803
+12,331
+6% +$1M 3.31% 9
2019
Q1 		$16.6M Sell
205,472
-3,343
-2% -$267K 3.16% 9
2018
Q4 		$16.5M Buy
208,815
+8,876
+4% +$694K 3.53% 9
2018
Q3 		$15.7M Sell
199,939
-3,043
-1% -$241K 3.22% 9
2018
Q2 		$16M Sell
202,982
-1,975
-1% -$156K 3.39% 9
2018
Q1 		$16.3M Buy
204,957
+5,620
+3% +$450K 3.54% 9
2017
Q4 		$16.2M Sell
199,337
-724
-0.4% -$59.1K 3.41% 10
2017
Q3 		$16.4M Sell
200,061
-556
-0.3% -$45.6K 3.59% 10
2017
Q2 		$16.4M Buy
200,617
+142
+0.1% +$11.6K 3.75% 9
2017
Q1 		$16.4M Sell
200,475
-2,938
-1% -$238K 3.97% 9
2016
Q4 		$16.5M Sell
203,413
-5,465
-3% -$448K 4.13% 9
2016
Q3 		$17.4M Buy
208,878
+1,754
+0.8% +$148K 4.62% 7
2016
Q2 		$17.4M Sell
207,124
-7,219
-3% -$600K 4.67% 7
2016
Q1 		$17.7M Sell
214,343
-4,658
-2% -$381K 4.92% 6
2015
Q4 		$17.8M Sell
219,001
-3,256
-1% -$265K 5.39% 6
2015
Q3 		$18.2M Sell
222,257
-15,884
-7% -$1.29M 5.31% 6
2015
Q2 		$19.3M Sell
238,141
-2,095
-0.9% -$172K 5.34% 5
2015
Q1 		$20.1M Sell
240,236
-10,829
-4% -$900K 5.49% 5
2014
Q4 		$20.9M Sell
251,065
-2,105
-0.8% -$174K 5.98% 4
2014
Q3 		$20.9M Sell
253,170
-2,996
-1% -$246K 6.32% 4
2014
Q2 		$21M Sell
256,166
-603
-0.2% -$49.3K 6.26% 4
2014
Q1 		$20.9M Sell
256,769
-6,055
-2% -$490K 6.56% 4
2013
Q4 		$21.1M Sell
262,824
-1,194
-0.5% -$96.4K 6.98% 4
2013
Q3 		$21.3M Sell
264,018
-5,430
-2% -$437K 7.54% 4
2013
Q2 		$21.9M Buy
+269,448
New +$22.3M 7.94% 4

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

Phillips Financial Management's BND Position: Q1 2026 in Review

Phillips Financial Management reduced its Vanguard Total Bond Market (BND) stake by 21% in Q1 2026, selling an estimated $3.21M and leaving 165,041 shares worth $12.2M. The position accounts for 0.88% of the portfolio, ranked #25.

Phillips Financial Management first reported a position in BND in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.6M in Q2 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Phillips Financial Management held 165,041 shares of Vanguard Total Bond Market worth $12.2M as of Q1 2026.
  • Phillips Financial Management sold 43,257 Vanguard Total Bond Market shares in Q1 2026, an estimated $3.21M.
  • Vanguard Total Bond Market made up 0.88% of Phillips Financial Management's portfolio in Q1 2026, its #25 holding.
  • Phillips Financial Management first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's Vanguard Total Bond Market position peaked at $29.6M in Q2 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.