Private Wealth Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Private Wealth Asset Management’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	$283K	Sell	3,840 -15,931	-81%	-$1.18M	0.03%	223
2025 Q4	$1.46M	Sell	19,771 -19,421	-50%	-$1.45M	0.16%	94
2025 Q3	$2.91M	Sell	39,192 -19,582	-33%	-$1.44M	0.34%	52
2025 Q2	$4.33M	Buy	58,774 +1,518	+3%	+$110K	0.57%	35
2025 Q1	$4.21M	Buy	+57,256	New	+$4.16M	0.6%	34

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

Private Wealth Asset Management's BND Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Vanguard Total Bond Market (BND) stake by 81% in Q1 2026, selling an estimated $1.18M and leaving 3,840 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #223.

Private Wealth Asset Management first reported a position in BND in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.33M in Q2 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Private Wealth Asset Management held 3,840 shares of Vanguard Total Bond Market worth $283K as of Q1 2026.
Private Wealth Asset Management sold 15,931 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.18M.
Vanguard Total Bond Market made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #223 holding.
Private Wealth Asset Management first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Vanguard Total Bond Market position peaked at $4.33M in Q2 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.