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Pinnacle Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Pinnacle Financial Group’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
-8,687
Closed -$643K – 113
2025
Q4 		$643K Sell
8,687
-2,226
-20% -$166K 0.19% 53
2025
Q3 		$808K Buy
10,913
+100
+0.9% +$7.36K 0.24% 50
2025
Q2 		$794K Sell
10,813
-1,018
-9% -$74K 0.27% 47
2025
Q1 		$867K Buy
11,831
+4,262
+56% +$309K 0.32% 43
2024
Q4 		$546K Sell
7,569
-3,055
-29% -$223K 0.21% 47
2024
Q3 		$793K Buy
10,624
+1,698
+19% +$126K 0.31% 36
2024
Q2 		$643K Buy
8,926
+424
+5% +$30.4K 0.28% 36
2024
Q1 		$618K Sell
8,502
-1,880
-18% -$136K 0.27% 36
2023
Q4 		$764K Buy
10,382
+4,939
+91% +$349K 0.39% 35
2023
Q3 		$380K Sell
5,443
-120
-2% -$8.57K 0.23% 47
2023
Q2 		$404K Sell
5,563
-366
-6% -$26.8K 0.23% 45
2023
Q1 		$438K Buy
5,929
+366
+7% +$26.8K 0.26% 40
2022
Q4 		$400K Buy
5,563
+2,146
+63% +$154K 0.28% 42
2022
Q3 		$244K Hold
3,417
– – 0.21% 48
2022
Q2 		$257K Sell
3,417
-700
-17% -$53.3K 0.22% 49
2022
Q1 		$327K Hold
4,117
– – 0.27% 47
2021
Q4 		$349K Buy
+4,117
New +$351K 0.27% 46

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

Pinnacle Financial Group's BND Position: Q1 2026 in Review

Pinnacle Financial Group sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 8,687 shares — an estimated $643K sold.

Pinnacle Financial Group first reported a position in BND in Q4 2021 and held it in 17 quarters. The position peaked at $867K in Q1 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Pinnacle Financial Group reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Financial Group sold 8,687 Vanguard Total Bond Market shares in Q1 2026, an estimated $643K.
  • Pinnacle Financial Group first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 17 quarters.
  • Pinnacle Financial Group's Vanguard Total Bond Market position peaked at $867K in Q1 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.