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Plan A Wealth’s Vanguard Total Bond Market BND Stock Holding History

Plan A Wealth’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
-4,733
Closed -$351K – 181
2025
Q4 		$351K Sell
4,733
-3,560
-43% -$265K 0.17% 106
2025
Q3 		$617K Sell
8,293
-36
-0.4% -$2.65K 0.31% 48
2025
Q2 		$613K Sell
8,329
-1,399
-14% -$102K 0.35% 50
2025
Q1 		$715K Sell
9,728
-423
-4% -$30.7K 0.55% 38
2024
Q4 		$730K Buy
+10,151
New +$742K 0.67% 34

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plan A Wealth's BND Position: Q1 2026 in Review

Plan A Wealth sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 4,733 shares — an estimated $351K sold.

Plan A Wealth first reported a position in BND in Q4 2024 and held it in 5 quarters. The position peaked at $730K in Q4 2024. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Plan A Wealth reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Plan A Wealth sold 4,733 Vanguard Total Bond Market shares in Q1 2026, an estimated $351K.
  • Plan A Wealth first reported a position in Vanguard Total Bond Market in Q4 2024 and held it in 5 quarters.
  • Plan A Wealth's Vanguard Total Bond Market position peaked at $730K in Q4 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Plan A Wealth's 13F filing for Q1 2026, filed 15 May 2026.