PKS Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

PKS Advisory 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	$1.25M	Buy	16,907 +659	+4%	+$48.9K	0.29%	70
2025 Q4	$1.2M	Sell	16,248 -7,168	-31%	-$533K	0.27%	72
2025 Q3	$1.74M	Sell	23,416 -449	-2%	-$33.1K	0.36%	50
2025 Q2	$1.76M	Sell	23,865 -2,166	-8%	-$158K	0.43%	50
2025 Q1	$1.91M	Buy	26,031 +3,535	+16%	+$257K	0.52%	41
2024 Q4	$1.62M	Buy	+22,496	New	+$1.64M	0.4%	39

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PKS Advisory Services's BND Position: Q1 2026 in Review

PKS Advisory Services increased its Vanguard Total Bond Market (BND) stake by 4.1% in Q1 2026, buying an estimated $48.9K and bringing the position to 16,907 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #70.

PKS Advisory Services first reported a position in BND in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q1 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

PKS Advisory Services held 16,907 shares of Vanguard Total Bond Market worth $1.25M as of Q1 2026.
PKS Advisory Services bought 659 Vanguard Total Bond Market shares in Q1 2026, an estimated $48.9K.
Vanguard Total Bond Market made up 0.29% of PKS Advisory Services's portfolio in Q1 2026, its #70 holding.
PKS Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Vanguard Total Bond Market position peaked at $1.91M in Q1 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.