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

Pinnacle Wealth Planning 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 		$1.03M Sell
13,978
-389
-3% -$28.9K 0.11% 109
2025
Q4 		$1.06M Sell
14,367
-212
-1% -$15.8K 0.11% 93
2025
Q3 		$1.08M Sell
14,579
-386
-3% -$28.4K 0.13% 93
2025
Q2 		$1.1M Buy
14,965
+1,455
+11% +$106K 0.14% 89
2025
Q1 		$992K Buy
13,510
+1,465
+12% +$106K 0.15% 85
2024
Q4 		$866K Buy
+12,045
New +$881K 0.13% 92
2023
Q2 		– Sell
-2,712
Closed -$200K – 464
2023
Q1 		$200K Buy
+2,712
New +$198K 0.03% 407
2020
Q2 		– Sell
-2,923
Closed -$249K – 274
2020
Q1 		$249K Sell
2,923
-115
-4% -$9.77K 0.12% 157
2019
Q4 		$254K Buy
3,038
+96
+3% +$8.07K 0.12% 177
2019
Q3 		$248K Sell
2,942
-2,256
-43% -$189K 0.14% 145
2019
Q2 		$432K Sell
5,198
-1,160
-18% -$94.5K 0.26% 75
2019
Q1 		$516K Buy
+6,358
New +$508K 0.35% 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 Planning Services's BND Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard Total Bond Market (BND) stake by 2.7% in Q1 2026, selling an estimated $28.9K and leaving 13,978 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #109.

Pinnacle Wealth Planning Services first reported a position in BND in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Pinnacle Wealth Planning Services held 13,978 shares of Vanguard Total Bond Market worth $1.03M as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 389 Vanguard Total Bond Market shares in Q1 2026, an estimated $28.9K.
  • Vanguard Total Bond Market made up 0.11% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #109 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 12 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Total Bond Market position peaked at $1.1M in Q2 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.