PWMAG
BND icon

Pinnacle Wealth Management Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Pinnacle Wealth Management Advisory 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 		$17.7M Buy
239,899
+11,263
+5% +$836K 1.21% 22
2025
Q4 		$16.9M Buy
228,636
+23,632
+12% +$1.76M 1.17% 22
2025
Q3 		$15.2M Buy
205,004
+9,750
+5% +$718K 1.14% 24
2025
Q2 		$14.4M Buy
195,254
+11,899
+6% +$865K 1.19% 22
2025
Q1 		$13.5M Buy
183,355
+8,616
+5% +$625K 1.26% 21
2024
Q4 		$12.6M Buy
174,739
+6,630
+4% +$485K 1.17% 23
2024
Q3 		$12.6M Buy
168,109
+17,737
+12% +$1.31M 1.21% 22
2024
Q2 		$10.8M Buy
150,372
+12,634
+9% +$905K 1.12% 25
2024
Q1 		$10M Buy
137,738
+16,682
+14% +$1.21M 1.07% 25
2023
Q4 		$8.9M Buy
121,056
+9,752
+9% +$689K 1.04% 24
2023
Q3 		$7.77M Buy
111,304
+9,567
+9% +$683K 1.01% 26
2023
Q2 		$7.4M Buy
101,737
+21,948
+28% +$1.61M 0.92% 27
2023
Q1 		$5.89M Buy
79,789
+29,027
+57% +$2.12M 0.8% 31
2022
Q4 		$3.65M Sell
50,762
-6,225
-11% -$446K 0.55% 49
2022
Q3 		$4.07M Buy
56,987
+340
+0.6% +$25.4K 0.68% 37
2022
Q2 		$4.26M Sell
56,647
-4,892
-8% -$372K 0.69% 36
2022
Q1 		$4.89M Sell
61,539
-26,291
-30% -$2.15M 0.71% 35
2021
Q4 		$7.44M Buy
87,830
+166
+0.2% +$14.1K 1.22% 19
2021
Q3 		$7.49M Buy
87,664
+2,717
+3% +$235K 1.75% 13
2021
Q2 		$7.3M Buy
84,947
+2,716
+3% +$232K 1.71% 14
2021
Q1 		$6.97M Buy
82,231
+1,885
+2% +$163K 1.96% 13
2020
Q4 		$7.09M Buy
80,346
+8,041
+11% +$708K 2.16% 10
2020
Q3 		$6.38M Buy
72,305
+4,716
+7% +$418K 2.22% 10
2020
Q2 		$5.97M Buy
67,589
+9,641
+17% +$843K 2.22% 11
2020
Q1 		$4.95M Buy
57,948
+7,624
+15% +$648K 2.4% 11
2019
Q4 		$4.22M Buy
50,324
+5,718
+13% +$481K 1.58% 16
2019
Q3 		$3.77M Buy
44,606
+5,980
+15% +$501K 1.58% 17
2019
Q2 		$3.21M Buy
38,626
+4,373
+13% +$356K 1.36% 18
2019
Q1 		$2.78M Buy
34,253
+9,493
+38% +$758K 1.26% 17
2018
Q4 		$1.96M Sell
24,760
-6,012
-20% -$470K 1.06% 21
2018
Q3 		$2.42M Buy
30,772
+244
+0.8% +$19.3K 1.2% 20
2018
Q2 		$2.42M Sell
30,528
-426
-1% -$33.7K 1.3% 20
2018
Q1 		$2.47M Sell
30,954
-1,826
-6% -$146K 1.4% 17
2017
Q4 		$2.67M Buy
32,780
+4,165
+15% +$340K 1.48% 16
2017
Q3 		$2.35M Buy
28,615
+476
+2% +$39K 1.36% 18
2017
Q2 		$2.3M Buy
28,139
+66
+0.2% +$5.39K 1.43% 16
2017
Q1 		$2.28M Sell
28,073
-704
-2% -$56.9K 1.57% 14
2016
Q4 		$2.33M Buy
28,777
+3,390
+13% +$278K 1.67% 12
2016
Q3 		$2.14M Buy
25,387
+3,122
+14% +$263K 1.62% 13
2016
Q2 		$1.88M Buy
22,265
+1,987
+10% +$165K 1.49% 14
2016
Q1 		$1.68M Buy
20,278
+1,453
+8% +$119K 1.49% 18
2015
Q4 		$1.52M Buy
18,825
+383
+2% +$31.2K 1.39% 22
2015
Q3 		$1.51M Sell
18,442
-738
-4% -$60.1K 1.46% 19
2015
Q2 		$1.56M Buy
19,180
+6,590
+52% +$542K 1.44% 17
2015
Q1 		$1.05M Buy
12,590
+4,265
+51% +$355K 0.94% 34
2014
Q4 		$686K Buy
+8,325
New +$687K 0.64% 54

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 Wealth Management Advisory Group's BND Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Vanguard Total Bond Market (BND) stake by 4.9% in Q1 2026, buying an estimated $836K and bringing the position to 239,899 shares worth $17.7M. The position accounts for 1.21% of the portfolio, ranked #22.

Pinnacle Wealth Management Advisory Group first reported a position in BND in Q4 2014 and has held it in 46 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 239,899 shares of Vanguard Total Bond Market worth $17.7M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 11,263 Vanguard Total Bond Market shares in Q1 2026, an estimated $836K.
  • Vanguard Total Bond Market made up 1.21% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #22 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 46 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.